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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 | $59,351 | $76,407-22.3% | $150,298-60.5% | $82,448-28.0% |
| Participation rate | 42.3% | 66.4%-24.1pp | 77.8%-35.5pp | 68.1%-25.8pp |
| Annual return | 5.67% | 39.99%-34.3pp | 62.79%-57.1pp | 41.64%-36.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,290 | $3,214-59.9% | $5,453-76.3% | $4,139-68.8% |
| Admin fee / account holder | $1,085 | $6,352-82.9% | $14,116-92.3% | $7,234-85.0% |