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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 | $68,508 | $70,684-3.1% | $169,397-59.6% | $75,177-8.9% |
| Participation rate | 41.3% | 64.8%-23.5pp | 77.2%-35.9pp | 67.2%-25.9pp |
| Annual return | 9.17% | 36.38%-27.2pp | 406.23%-397.1pp | 160.75%-151.6pp |
| Employer contribution / active EE | $291 | $2,211-86.8% | $4,013-92.7% | $2,671-89.1% |
| Participant deferral / active EE | $1,969 | $4,310-54.3% | $6,223-68.4% | $4,126-52.3% |
| Admin fee / account holder | $9,302 | $5,404+72.1% | $9,017+3.2% | $5,651+64.6% |