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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 | $52,406 | $105,198-50.2% | $159,455-67.1% | $85,856-39.0% |
| Participation rate | 60.7% | 75.8%-15.1pp | 82.8%-22.1pp | 69.3%-8.6pp |
| Annual return | 2.10% | 45.08%-43.0pp | 263.63%-261.5pp | 318.58%-316.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,899 | $5,946-34.4% | $7,353-47.0% | $3,952-1.4% |
| Admin fee / account holder | $400 | $6,934-94.2% | $10,800-96.3% | $6,261-93.6% |