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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 | $57,683 | $63,346-8.9% | $92,240-37.5% | $70,126-17.7% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 11.13% | 530.19%-519.1pp | 176.29%-165.2pp | 73.15%-62.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,097 | $2,854-26.5% | $3,897-46.2% | $3,332-37.1% |
| Admin fee / account holder | $7,137 | $3,841+85.8% | $5,194+37.4% | $4,645+53.6% |