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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 | $58,125 | $99,345-41.5% | $84,753-31.4% | $273,970-78.8% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 1.01% | 22.93%-21.9pp | 22.78%-21.8pp | 41.46%-40.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,076 | $4,270-51.4% | $3,712-44.1% | $5,287-60.7% |
| Admin fee / account holder | $1,095 | $6,645-83.5% | $5,333-79.5% | $10,132-89.2% |