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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 | $54,375 | $56,054-3.0% | $171,082-68.2% | $62,881-13.5% |
| Participation rate | 38.7% | 62.9%-24.2pp | 76.7%-38.0pp | 69.3%-30.6pp |
| Annual return | 4.25% | 22.52%-18.3pp | 32.56%-28.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,138 | $3,158-64.0% | $4,797-76.3% | $3,203-64.5% |
| Admin fee / account holder | $6,297 | $3,647+72.7% | $8,520-26.1% | $4,296+46.6% |