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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 | $85,657 | $102,245-16.2% | $89,340-4.1% | $137,256-37.6% |
| Participation rate | 61.5% | 74.9%-13.3pp | 69.6%-8.0pp | 80.0%-18.4pp |
| Annual return | 8.99% | 21.89%-12.9pp | 20.57%-11.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,741 | $4,436-60.7% | $3,823-54.4% | $6,407-72.8% |
| Admin fee / account holder | $30,964 | $8,085+283.0% | $6,704+361.9% | $12,270+152.4% |