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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 | $68,018 | $71,197-4.5% | $93,669-27.4% | $80,925-15.9% |
| Participation rate | 51.7% | 60.4%-8.7pp | 68.7%-17.0pp | 67.7%-15.9pp |
| Annual return | 5.48% | 11.27%-5.8pp | 133.59%-128.1pp | 35.65%-30.2pp |
| Employer contribution / active EE | $1 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,824 | $4,036-54.8% | $4,416-58.7% | $4,299-57.6% |
| Admin fee / account holder | $4,909 | $6,959-29.5% | $8,291-40.8% | $6,940-29.3% |