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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 | $62,963 | $117,426-46.4% | $99,470-36.7% | $152,885-58.8% |
| Participation rate | 33.3% | 77.5%-44.2pp | 73.8%-40.5pp | 82.5%-49.1pp |
| Annual return | 3.15% | 31.87%-28.7pp | 30.72%-27.6pp | 345.39%-342.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,380 | $4,086-66.2% | $3,619-61.9% | $5,851-76.4% |
| Admin fee / account holder | $485 | $7,634-93.7% | $6,252-92.2% | $11,598-95.8% |