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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 | $61,781 | $54,380+13.6% | $68,509-9.8% | $59,633+3.6% |
| Participation rate | 44.4% | 70.2%-25.7pp | 74.7%-30.3pp | 68.7%-24.2pp |
| Annual return | -5.13% | 2.83%-8.0pp | 8.27%-13.4pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,470 | $2,643-44.4% | $3,382-56.6% | $3,192-54.0% |
| Admin fee / account holder | $528 | $3,885-86.4% | $5,275-90.0% | $4,297-87.7% |