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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 | $57,068 | $93,598-39.0% | $135,974-58.0% | $75,173-24.1% |
| Participation rate | 15.3% | 75.2%-59.9pp | 81.9%-66.6pp | 67.2%-51.9pp |
| Annual return | 15.04% | 30.89%-15.8pp | 68.30%-53.3pp | 160.72%-145.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,431 | $6,405-46.4% | $7,760-55.8% | $4,126-16.8% |
| Admin fee / account holder | $14,473 | $6,978+107.4% | $10,767+34.4% | $5,651+156.1% |