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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 | $54,011 | $78,428-31.1% | $95,960-43.7% | $79,852-32.4% |
| Participation rate | 69.2% | 73.5%-4.3pp | 77.1%-7.8pp | 69.6%-0.4pp |
| Annual return | 9.16% | 19.37%-10.2pp | 91.63%-82.5pp | 31.72%-22.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,866 | $3,440+99.6% | $4,167+64.8% | $3,740+83.6% |
| Admin fee / account holder | $10,180 | $5,622+81.1% | $6,797+49.8% | $5,306+91.9% |