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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 | $55,133 | $76,642-28.1% | $146,866-62.5% | $65,306-15.6% |
| Participation rate | 17.9% | 61.2%-43.3pp | 82.5%-64.6pp | 57.7%-39.7pp |
| Annual return | 12.79% | 33.40%-20.6pp | 102.85%-90.1pp | 21.94%-9.2pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,190 | $4,864-55.0% | $7,759-71.8% | $2,959-26.0% |
| Admin fee / account holder | $17,994 | $3,960+354.3% | $13,620+32.1% | $3,480+417.1% |