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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 | $57,615 | $71,197-19.1% | $93,669-38.5% | $80,925-28.8% |
| Participation rate | 42.3% | 60.4%-18.1pp | 68.7%-26.4pp | 67.7%-25.4pp |
| Annual return | 8.50% | 11.27%-2.8pp | 133.59%-125.1pp | 35.65%-27.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,777 | $4,036-56.0% | $4,416-59.8% | $4,299-58.7% |
| Admin fee / account holder | $749 | $6,959-89.2% | $8,291-91.0% | $6,940-89.2% |