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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 | $59,905 | $112,729-46.9% | $98,716-39.3% | $137,256-56.4% |
| Participation rate | 41.2% | 74.2%-33.1pp | 69.3%-28.1pp | 80.0%-38.8pp |
| Annual return | 6.36% | 38.48%-32.1pp | 31.81%-25.4pp | 220.34%-214.0pp |
| Employer contribution / active EE | $267 | $2,725-90.2% | $2,279-88.3% | $4,156-93.6% |
| Participant deferral / active EE | $3,512 | $4,640-24.3% | $4,048-13.2% | $6,407-45.2% |
| Admin fee / account holder | $87,756 | $10,129+766.4% | $8,703+908.4% | $12,270+615.2% |