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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 | $84,769 | $91,198-7.0% | $178,503-52.5% | $79,856+6.2% |
| Participation rate | 37.8% | 69.2%-31.4pp | 81.9%-44.2pp | 69.6%-31.9pp |
| Annual return | 3.28% | 24.20%-20.9pp | 151.12%-147.8pp | 31.71%-28.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,794 | $3,237-44.6% | $5,202-65.5% | $3,741-52.0% |
| Admin fee / account holder | $8,480 | $6,748+25.7% | $13,987-39.4% | $5,306+59.8% |