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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 | $55,133 | $82,133-32.9% | $147,318-62.6% | $64,097-14.0% |
| Participation rate | 17.9% | 62.3%-44.3pp | 82.1%-64.1pp | 55.2%-37.3pp |
| Annual return | 12.79% | 78.78%-66.0pp | 70.43%-57.6pp | 34.64%-21.9pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,190 | $5,407-59.5% | $7,906-72.3% | $3,080-28.9% |
| Admin fee / account holder | $17,994 | $3,730+382.4% | $13,708+31.3% | $3,454+420.9% |