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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 | $61,476 | $65,575-6.3% | $86,209-28.7% | $75,181-18.2% |
| Participation rate | 31.3% | 60.5%-29.2pp | 69.0%-37.7pp | 67.2%-35.9pp |
| Annual return | 1.86% | 46.07%-44.2pp | 1169.05%-1167.2pp | 160.69%-158.8pp |
| Employer contribution / active EE | $303 | $1,553-80.5% | $2,381-87.3% | $2,671-88.7% |
| Participant deferral / active EE | $1,759 | $3,023-41.8% | $3,986-55.9% | $4,126-57.4% |
| Admin fee / account holder | $2,174 | $5,470-60.3% | $6,853-68.3% | $5,650-61.5% |