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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 | $51,797 | $83,485-38.0% | $125,192-58.6% | $72,975-29.0% |
| Participation rate | 56.7% | 73.3%-16.6pp | 79.8%-23.1pp | 69.5%-12.8pp |
| Annual return | 12.22% | 25.77%-13.5pp | 43.79%-31.6pp | 81.01%-68.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,489 | $3,586+53.0% | $4,937+11.2% | $3,608+52.1% |
| Admin fee / account holder | $14,255 | $5,518+158.4% | $9,704+46.9% | $5,124+178.2% |