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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 | $83,163 | $110,212-24.5% | $96,534-13.9% | $139,466-40.4% |
| Participation rate | 45.5% | 78.1%-32.7pp | 76.0%-30.5pp | 80.3%-34.9pp |
| Annual return | 6.63% | 26.42%-19.8pp | 25.88%-19.3pp | 373.66%-367.0pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,894 | $5,547-47.8% | $4,851-40.3% | $6,712-56.9% |
| Admin fee / account holder | $121,405 | $11,599+946.7% | $8,253+1371.0% | $11,409+964.1% |