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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 | $71,026 | $98,766-28.1% | $149,730-52.6% | $79,852-11.1% |
| Participation rate | 64.4% | 75.8%-11.4pp | 82.5%-18.1pp | 69.6%-5.2pp |
| Annual return | 12.27% | 27.43%-15.2pp | 276.70%-264.4pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,735 | $5,681-16.6% | $6,843-30.8% | $3,740+26.6% |
| Admin fee / account holder | $9,819 | $6,052+62.2% | $9,310+5.5% | $5,306+85.1% |