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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 | $52,599 | $53,128-1.0% | $86,582-39.3% | $70,126-25.0% |
| Participation rate | 36.8% | 65.3%-28.5pp | 73.5%-36.7pp | 69.5%-32.7pp |
| Annual return | 12.46% | 27.66%-15.2pp | 965.08%-952.6pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,460 | $2,695-45.8% | $3,609-59.5% | $3,332-56.2% |
| Admin fee / account holder | $2,164 | $3,584-39.6% | $4,904-55.9% | $4,645-53.4% |