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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 | $60,413 | $91,198-33.8% | $178,503-66.2% | $79,856-24.3% |
| Participation rate | 38.6% | 69.2%-30.6pp | 81.9%-43.3pp | 69.6%-31.0pp |
| Annual return | 7.34% | 24.20%-16.9pp | 151.12%-143.8pp | 31.71%-24.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,273 | $3,237-29.8% | $5,202-56.3% | $3,741-39.2% |
| Admin fee / account holder | $439 | $6,748-93.5% | $13,987-96.9% | $5,306-91.7% |