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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 | $60,322 | $67,411-10.5% | $91,004-33.7% | $70,126-14.0% |
| Participation rate | 51.4% | 71.4%-20.0pp | 75.6%-24.3pp | 69.5%-18.2pp |
| Annual return | 12.03% | -40.16%+52.2pp | 4.60%+7.4pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,237 | $2,823+50.1% | $3,548+19.4% | $3,332+27.2% |
| Admin fee / account holder | $14,219 | $4,236+235.6% | $5,417+162.5% | $4,645+206.1% |