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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 | $96,447 | $106,524-9.5% | $152,301-36.7% | $87,485+10.2% |
| Participation rate | 46.2% | 75.8%-29.6pp | 82.4%-36.3pp | 68.9%-22.8pp |
| Annual return | 13.58% | 26.89%-13.3pp | 80.50%-66.9pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,641 | $6,525-28.9% | $8,004-42.0% | $4,274+8.6% |
| Admin fee / account holder | $3,594 | $8,287-56.6% | $14,398-75.0% | $7,775-53.8% |