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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 | $65,934 | $84,236-21.7% | $170,435-61.3% | $70,126-6.0% |
| Participation rate | 39.5% | 70.8%-31.4pp | 83.6%-44.1pp | 69.5%-30.1pp |
| Annual return | 11.26% | 23.06%-11.8pp | 205.94%-194.7pp | 73.15%-61.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,335 | $3,086-24.3% | $4,939-52.7% | $3,332-29.9% |
| Admin fee / account holder | $601 | $5,698-89.5% | $13,881-95.7% | $4,645-87.1% |