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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 | $69,755 | $67,595+3.2% | $186,193-62.5% | $64,340+8.4% |
| Participation rate | 26.7% | 51.9%-25.3pp | 77.1%-50.4pp | 55.2%-28.6pp |
| Annual return | 13.83% | 17.46%-3.6pp | 78.03%-64.2pp | 24.14%-10.3pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $3,918-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,640 | $3,023-45.7% | $6,513-74.8% | $2,980-45.0% |
| Admin fee / account holder | $16,426 | $5,311+209.3% | $11,058+48.5% | $3,703+343.6% |