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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 | $62,840 | $95,415-34.1% | $185,851-66.2% | $85,851-26.8% |
| Participation rate | 61.5% | 68.8%-7.2pp | 81.7%-20.2pp | 69.3%-7.8pp |
| Annual return | 10.32% | 23.59%-13.3pp | 122.11%-111.8pp | 318.63%-308.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,606 | $3,424-23.9% | $5,569-53.2% | $3,952-34.1% |
| Admin fee / account holder | $641 | $7,215-91.1% | $16,245-96.1% | $6,261-89.8% |