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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 | $73,022 | $135,953-46.3% | $123,893-41.1% | $273,965-73.3% |
| Participation rate | 61.5% | 84.1%-22.5pp | 81.4%-19.9pp | 83.0%-21.5pp |
| Annual return | 2.75% | 56.63%-53.9pp | 47.52%-44.8pp | 41.45%-38.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,018 | $6,343-68.2% | $5,984-66.3% | $5,287-61.8% |
| Admin fee / account holder | $21,063 | $9,817+114.6% | $8,357+152.0% | $10,132+107.9% |