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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 | $60,192 | $78,690-23.5% | $161,489-62.7% | $87,485-31.2% |
| Participation rate | 48.1% | 67.5%-19.3pp | 78.7%-30.5pp | 68.9%-20.8pp |
| Annual return | 10.13% | 32.74%-22.6pp | 89.72%-79.6pp | 26.06%-15.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,396 | $3,311-27.6% | $5,630-57.4% | $4,274-43.9% |
| Admin fee / account holder | $774 | $6,724-88.5% | $16,006-95.2% | $7,775-90.0% |