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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,103 | $106,524-37.9% | $152,301-56.6% | $87,485-24.4% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.4%-42.4pp | 68.9%-28.9pp |
| Annual return | 11.09% | 26.89%-15.8pp | 80.50%-69.4pp | 26.06%-15.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,973 | $6,525-23.8% | $8,004-37.9% | $4,274+16.4% |
| Admin fee / account holder | $22,816 | $8,287+175.3% | $14,398+58.5% | $7,775+193.5% |