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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 | $59,973 | $84,236-28.8% | $170,435-64.8% | $70,126-14.5% |
| Participation rate | 40.5% | 70.8%-30.4pp | 83.6%-43.1pp | 69.5%-29.1pp |
| Annual return | 10.72% | 23.06%-12.3pp | 205.94%-195.2pp | 73.15%-62.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,380 | $3,086-55.3% | $4,939-72.1% | $3,332-58.6% |
| Admin fee / account holder | $5,693 | $5,698-0.1% | $13,881-59.0% | $4,645+22.6% |