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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 | $60,994 | $81,262-24.9% | $155,602-60.8% | $80,911-24.6% |
| Participation rate | 16.7% | 66.2%-49.6pp | 78.2%-61.5pp | 67.6%-51.0pp |
| Annual return | 8.86% | 33.34%-24.5pp | 64.81%-55.9pp | 35.63%-26.8pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,009 | $3,451-41.8% | $5,629-64.3% | $4,297-53.3% |
| Admin fee / account holder | $1,113 | $7,992-86.1% | $15,923-93.0% | $6,935-83.9% |