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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 | $62,163 | $107,421-42.1% | $182,262-65.9% | $94,015-33.9% |
| Participation rate | 61.5% | 77.8%-16.2pp | 84.2%-22.7pp | 70.8%-9.3pp |
| Annual return | 11.76% | 21.32%-9.6pp | 140.60%-128.8pp | 17.84%-6.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,030 | $6,558+7.2% | $8,276-15.1% | $4,249+65.4% |
| Admin fee / account holder | $921 | $8,692-89.4% | $16,712-94.5% | $8,951-89.7% |