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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 | $62,101 | $89,370-30.5% | $141,197-56.0% | $72,976-14.9% |
| Participation rate | 61.7% | 75.1%-13.4pp | 82.5%-20.7pp | 69.5%-7.8pp |
| Annual return | 17.01% | 111.88%-94.9pp | 71.41%-54.4pp | 81.02%-64.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,937 | $5,419-45.8% | $6,710-56.2% | $3,608-18.6% |
| Admin fee / account holder | $4,499 | $5,957-24.5% | $10,265-56.2% | $5,124-12.2% |