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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 | $69,012 | $114,013-39.5% | $103,693-33.4% | $155,188-55.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 5.88% | 49.31%-43.4pp | 47.61%-41.7pp | 148.84%-143.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,681 | $4,970-5.8% | $4,579+2.2% | $6,531-28.3% |
| Admin fee / account holder | $87,254 | $8,407+937.9% | $7,858+1010.4% | $14,480+502.6% |