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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 | $65,321 | $101,618-35.7% | $93,063-29.8% | $137,256-52.4% |
| Participation rate | 23.5% | 74.9%-51.4pp | 72.1%-48.6pp | 80.0%-56.4pp |
| Annual return | 7.15% | 223.95%-216.8pp | 34.15%-27.0pp | 220.34%-213.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,371 | $4,279-68.0% | $3,958-65.4% | $6,407-78.6% |
| Admin fee / account holder | $5,086 | $6,198-18.0% | $6,033-15.7% | $12,270-58.6% |