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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 | $85,995 | $93,598-8.1% | $135,974-36.8% | $75,173+14.4% |
| Participation rate | 58.0% | 75.2%-17.2pp | 81.9%-23.9pp | 67.2%-9.2pp |
| Annual return | 14.97% | 30.89%-15.9pp | 68.30%-53.3pp | 160.72%-145.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,783 | $6,405-40.9% | $7,760-51.2% | $4,126-8.3% |
| Admin fee / account holder | $12,323 | $6,978+76.6% | $10,767+14.5% | $5,651+118.1% |