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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 | $56,758 | $72,486-21.7% | $87,103-34.8% | $72,976-22.2% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.9%-19.7pp | 69.5%-12.3pp |
| Annual return | 15.50% | 24.46%-9.0pp | 28.19%-12.7pp | 81.02%-65.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,535 | $3,270-53.1% | $4,049-62.1% | $3,608-57.5% |
| Admin fee / account holder | $14,234 | $5,055+181.6% | $7,491+90.0% | $5,124+177.8% |