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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 | $54,250 | $106,524-49.1% | $152,301-64.4% | $87,485-38.0% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.4%-17.1pp | 68.9%-3.5pp |
| Annual return | 8.34% | 26.89%-18.6pp | 80.50%-72.2pp | 26.06%-17.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,271 | $6,525-19.2% | $8,004-34.1% | $4,274+23.3% |
| Admin fee / account holder | $825 | $8,287-90.0% | $14,398-94.3% | $7,775-89.4% |