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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 | $60,940 | $87,106-30.0% | $105,607-42.3% | $80,935-24.7% |
| Participation rate | 38.3% | 70.4%-32.1pp | 75.3%-36.9pp | 67.7%-29.3pp |
| Annual return | 6.57% | 17.01%-10.4pp | 116.11%-109.5pp | 35.66%-29.1pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,314 | $3,986-16.9% | $5,011-33.9% | $4,299-22.9% |
| Admin fee / account holder | $4,221 | $8,447-50.0% | $10,958-61.5% | $6,924-39.0% |