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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 | $63,906 | $80,332-20.4% | $107,187-40.4% | $64,097-0.3% |
| Participation rate | 37.9% | 54.4%-16.5pp | 75.0%-37.2pp | 55.2%-17.3pp |
| Annual return | 11.69% | 24.26%-12.6pp | 204.55%-192.9pp | 34.64%-23.0pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,534 | $3,109-50.7% | $5,096-69.9% | $3,080-50.2% |
| Admin fee / account holder | $4,554 | $4,314+5.6% | $9,162-50.3% | $3,454+31.8% |