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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 | $58,253 | $85,171-31.6% | $172,753-66.3% | $72,976-20.2% |
| Participation rate | 49.3% | 70.1%-20.8pp | 82.6%-33.4pp | 69.5%-20.2pp |
| Annual return | 4.80% | 27.32%-22.5pp | 803.00%-798.2pp | 81.02%-76.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,857 | $3,260-43.0% | $5,198-64.3% | $3,608-48.5% |
| Admin fee / account holder | $2,014 | $5,880-65.8% | $13,956-85.6% | $5,124-60.7% |