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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 | $75,541-21.4% | $152,093-61.0% | $82,637-28.2% |
| Participation rate | 42.3% | 66.5%-24.2pp | 77.8%-35.5pp | 68.1%-25.7pp |
| Annual return | 5.67% | 32.56%-26.9pp | 66.36%-60.7pp | 53.51%-47.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,290 | $3,206-59.8% | $5,451-76.3% | $4,126-68.7% |
| Admin fee / account holder | $1,085 | $6,405-83.1% | $14,497-92.5% | $7,339-85.2% |