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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 | $71,254 | $89,364-20.3% | $141,177-49.5% | $72,983-2.4% |
| Participation rate | 58.0% | 75.1%-17.2pp | 82.5%-24.5pp | 69.5%-11.5pp |
| Annual return | 16.32% | 111.86%-95.5pp | 71.40%-55.1pp | 81.01%-64.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,947 | $5,419-27.2% | $6,710-41.2% | $3,608+9.4% |
| Admin fee / account holder | $18,788 | $5,959+215.3% | $10,263+83.1% | $5,124+266.6% |