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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 | $61,347 | $70,430-12.9% | $96,572-36.5% | $85,851-28.5% |
| Participation rate | 57.1% | 61.8%-4.7pp | 69.8%-12.7pp | 69.3%-12.2pp |
| Annual return | 9.45% | 18.58%-9.1pp | 37.79%-28.3pp | 318.63%-309.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,719 | $2,894-40.6% | $3,850-55.3% | $3,952-56.5% |
| Admin fee / account holder | $478 | $4,996-90.4% | $6,183-92.3% | $6,261-92.4% |