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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 | $107,666-47.8% | $102,184-45.0% | $154,746-63.7% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.6%-22.6pp | 80.7%-20.7pp |
| Annual return | 11.35% | 29.33%-18.0pp | 31.58%-20.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,427 | $8,719-49.2% | $8,309-46.7% | $6,730-34.2% |
| Admin fee / account holder | $25,490 | $12,943+96.9% | $11,609+119.6% | $14,365+77.4% |