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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 | $61,021 | $80,781-24.5% | $102,437-40.4% | $74,478-18.1% |
| Participation rate | 43.1% | 65.7%-22.5pp | 74.5%-31.4pp | 67.2%-24.1pp |
| Annual return | 10.81% | 27.58%-16.8pp | 24.95%-14.1pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $373 | $3,160-88.2% | $3,871-90.4% | $2,626-85.8% |
| Participant deferral / active EE | $2,734 | $3,862-29.2% | $5,060-46.0% | $4,350-37.2% |
| Admin fee / account holder | $5,449 | $2,372+129.7% | $8,388-35.0% | $1,946+180.0% |