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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 | $38,573 | $70,418-45.2% | $96,570-60.1% | $85,847-55.1% |
| Participation rate | 60.6% | 61.8%-1.2pp | 69.8%-9.2pp | 69.3%-8.7pp |
| Annual return | 8.98% | 18.59%-9.6pp | 37.79%-28.8pp | 318.61%-309.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,635 | $2,894-8.9% | $3,849-31.5% | $3,952-33.3% |
| Admin fee / account holder | $1,777 | $4,995-64.4% | $6,182-71.3% | $6,261-71.6% |