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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 | $56,169 | $100,970-44.4% | $96,576-41.8% | $137,256-59.1% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 11.35% | 38.16%-26.8pp | 38.47%-27.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,427 | $8,286-46.6% | $7,956-44.4% | $6,407-30.9% |
| Admin fee / account holder | $25,490 | $11,312+125.3% | $11,381+124.0% | $12,270+107.7% |