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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 | $67,432 | $106,749-36.8% | $145,433-53.6% | $82,448-18.2% |
| Participation rate | 46.2% | 75.6%-29.5pp | 82.1%-36.0pp | 68.1%-21.9pp |
| Annual return | 11.61% | 27.59%-16.0pp | 66.58%-55.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,832 | $6,519-41.2% | $7,897-51.5% | $4,139-7.4% |
| Admin fee / account holder | $10,485 | $8,390+25.0% | $13,129-20.1% | $7,234+44.9% |