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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 | $61,917 | $95,406-35.1% | $185,849-66.7% | $85,847-27.9% |
| Participation rate | 48.3% | 68.8%-20.5pp | 81.7%-33.4pp | 69.3%-21.0pp |
| Annual return | 6.82% | 23.59%-16.8pp | 122.10%-115.3pp | 318.61%-311.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,317 | $3,424-32.3% | $5,569-58.4% | $3,952-41.4% |
| Admin fee / account holder | $1,053 | $7,214-85.4% | $16,244-93.5% | $6,261-83.2% |