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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 | $59,374 | $106,918-44.5% | $84,021-29.3% | $152,897-61.2% |
| Participation rate | 11.1% | 75.2%-64.1pp | 69.0%-57.9pp | 82.5%-71.3pp |
| Annual return | 0.47% | 105.01%-104.5pp | 71.32%-70.9pp | 345.43%-345.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,521 | $4,012-62.1% | $3,239-53.0% | $5,851-74.0% |
| Admin fee / account holder | $877 | $8,288-89.4% | $6,102-85.6% | $11,599-92.4% |