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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 | $60,022 | $89,259-32.8% | $107,187-44.0% | $82,637-27.4% |
| Participation rate | 60.6% | 67.9%-7.3pp | 75.0%-14.4pp | 68.1%-7.4pp |
| Annual return | 7.76% | 21.02%-13.3pp | 204.55%-196.8pp | 53.51%-45.7pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,759 | $4,037-6.9% | $5,096-26.2% | $4,126-8.9% |
| Admin fee / account holder | $34,787 | $7,381+371.3% | $9,162+279.7% | $7,339+374.0% |