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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 | $63,020 | $111,814-43.6% | $103,378-39.0% | $145,978-56.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 5.30% | 24.80%-19.5pp | 24.91%-19.6pp | 550.52%-545.2pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,380 | $5,618-39.8% | $5,058-33.2% | $6,690-49.5% |
| Admin fee / account holder | $568 | $9,764-94.2% | $8,401-93.2% | $13,400-95.8% |