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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 | $58,848+6.3% | $88,179-29.0% | $82,637-24.3% |
| Participation rate | 11.4% | 57.9%-46.5pp | 69.1%-57.7pp | 68.1%-56.6pp |
| Annual return | 13.58% | 22.76%-9.2pp | 64.97%-51.4pp | 53.51%-39.9pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,195 | $3,124-61.7% | $4,614-74.1% | $4,126-71.0% |
| Admin fee / account holder | $1,000 | $4,795-79.1% | $7,673-87.0% | $7,339-86.4% |