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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 | $51,442 | $55,889-8.0% | $76,119-32.4% | $80,935-36.4% |
| Participation rate | 20.5% | 62.1%-41.6pp | 69.1%-48.6pp | 67.7%-47.1pp |
| Annual return | 6.22% | 20.58%-14.4pp | 361.25%-355.0pp | 35.66%-29.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,310 | $3,051-57.1% | $4,259-69.3% | $4,299-69.5% |
| Admin fee / account holder | $2,063 | $5,241-60.6% | $6,421-67.9% | $6,924-70.2% |