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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 | $58,661 | $67,602-13.2% | $82,312-28.7% | $70,126-16.3% |
| Participation rate | 55.9% | 72.8%-16.8pp | 76.9%-21.0pp | 69.5%-13.6pp |
| Annual return | 11.80% | 21.57%-9.8pp | 25.88%-14.1pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,700 | $2,987-43.1% | $3,706-54.1% | $3,332-49.0% |
| Admin fee / account holder | $12,584 | $4,512+178.9% | $5,608+124.4% | $4,645+170.9% |