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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 | $62,582 | $57,590+8.7% | $86,233-27.4% | $82,448-24.1% |
| Participation rate | 11.4% | 57.9%-46.4pp | 69.0%-57.6pp | 68.1%-56.6pp |
| Annual return | 13.58% | 22.41%-8.8pp | 61.39%-47.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,195 | $3,080-61.2% | $4,559-73.8% | $4,139-71.1% |
| Admin fee / account holder | $1,000 | $4,730-78.9% | $8,342-88.0% | $7,234-86.2% |