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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 | $63,103 | $66,402-5.0% | $109,907-42.6% | $85,847-26.5% |
| Participation rate | 38.9% | 63.9%-25.0pp | 74.2%-35.3pp | 69.3%-30.4pp |
| Annual return | 10.82% | 19.59%-8.8pp | 29.46%-18.6pp | 318.61%-307.8pp |
| Employer contribution / active EE | $2 | $1,687-99.9% | $2,844-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $1,916 | $2,842-32.6% | $4,047-52.7% | $3,952-51.5% |
| Admin fee / account holder | $10,385 | $4,557+127.9% | $6,069+71.1% | $6,261+65.9% |