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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 | $60,282 | $77,920-22.6% | $149,723-59.7% | $75,177-19.8% |
| Participation rate | 21.8% | 65.6%-43.8pp | 78.8%-57.0pp | 67.2%-45.4pp |
| Annual return | 10.38% | 31.72%-21.3pp | 134.50%-124.1pp | 160.75%-150.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,118 | $3,411-67.2% | $5,682-80.3% | $4,126-72.9% |
| Admin fee / account holder | $1,438 | $5,951-75.8% | $13,215-89.1% | $5,651-74.6% |