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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 | $60,077 | $110,039-45.4% | $97,260-38.2% | $145,884-58.8% |
| Participation rate | 26.7% | 75.9%-49.3pp | 72.7%-46.0pp | 80.3%-53.6pp |
| Annual return | 3.27% | 244.44%-241.2pp | 75.54%-72.3pp | 551.85%-548.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,203 | $4,674-74.3% | $4,262-71.8% | $6,690-82.0% |
| Admin fee / account holder | $8,095 | $6,204+30.5% | $5,640+43.5% | $13,392-39.6% |