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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 | $68,290 | $80,983-15.7% | $96,544-29.3% | $75,177-9.2% |
| Participation rate | 42.3% | 71.8%-29.5pp | 76.0%-33.7pp | 67.2%-24.9pp |
| Annual return | 4.14% | 27.05%-22.9pp | 25.88%-21.7pp | 160.75%-156.6pp |
| Employer contribution / active EE | $311 | $2,282-86.4% | $2,966-89.5% | $2,671-88.3% |
| Participant deferral / active EE | $2,045 | $3,929-47.9% | $4,851-57.8% | $4,126-50.4% |
| Admin fee / account holder | $25,386 | $6,717+278.0% | $8,254+207.5% | $5,651+349.2% |