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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 | $59,879 | $112,729-46.9% | $98,716-39.3% | $137,256-56.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 8.65% | 38.48%-29.8pp | 31.81%-23.2pp | 220.34%-211.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,000 | $4,640+158.6% | $4,048+196.5% | $6,407+87.3% |
| Admin fee / account holder | $1,169 | $10,129-88.5% | $8,703-86.6% | $12,270-90.5% |