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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 | $64,458 | $43,075+49.6% | $74,577-13.6% | $62,881+2.5% |
| Participation rate | 9.4% | 58.1%-48.7pp | 68.1%-58.7pp | 69.3%-59.9pp |
| Annual return | 4.25% | 17.50%-13.3pp | 20.47%-16.2pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,320 | $2,389-44.8% | $3,458-61.8% | $3,203-58.8% |
| Admin fee / account holder | $1,131 | $2,840-60.2% | $4,138-72.7% | $4,296-73.7% |