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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 | $66,717 | $117,895-43.4% | $102,460-34.9% | $145,897-54.3% |
| Participation rate | 42.1% | 78.6%-36.5pp | 76.5%-34.4pp | 80.3%-38.2pp |
| Annual return | 7.76% | 31.92%-24.2pp | 29.47%-21.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $51 | $3,619-98.6% | $3,025-98.3% | $4,663-98.9% |
| Participant deferral / active EE | $2,242 | $5,736-60.9% | $5,056-55.6% | $6,689-66.5% |
| Admin fee / account holder | $1,661 | $13,353-87.6% | $9,460-82.4% | $13,390-87.6% |