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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 | $74,947 | $177,156-57.7% | $147,027-49.0% | $154,746-51.6% |
| Participation rate | 20.0% | 79.4%-59.4pp | 73.7%-53.7pp | 80.7%-60.7pp |
| Annual return | 4.16% | 21.94%-17.8pp | 20.23%-16.1pp | 172.34%-168.2pp |
| Employer contribution / active EE | $506 | $4,336-88.3% | $3,626-86.1% | $4,379-88.4% |
| Participant deferral / active EE | $3,618 | $5,797-37.6% | $4,933-26.6% | $6,730-46.2% |
| Admin fee / account holder | $26,568 | $14,904+78.3% | $12,223+117.4% | $14,365+84.9% |