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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 | $85,216 | $86,891-1.9% | $142,516-40.2% | $75,173+13.4% |
| Participation rate | 56.9% | 68.5%-11.6pp | 76.8%-19.8pp | 67.2%-10.3pp |
| Annual return | 12.98% | 23.31%-10.3pp | 19.99%-7.0pp | 160.72%-147.7pp |
| Employer contribution / active EE | $0 | $3,355-100.0% | $4,849-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,305 | $4,938-33.1% | $6,280-47.4% | $4,126-19.9% |
| Admin fee / account holder | $13,350 | $7,299+82.9% | $10,008+33.4% | $5,651+136.3% |