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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 | $106,749-49.2% | $145,433-62.7% | $82,448-34.2% |
| Participation rate | 65.4% | 75.6%-10.3pp | 82.1%-16.7pp | 68.1%-2.7pp |
| Annual return | 8.34% | 27.59%-19.3pp | 66.58%-58.2pp | 41.64%-33.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,271 | $6,519-19.1% | $7,897-33.3% | $4,139+27.3% |
| Admin fee / account holder | $825 | $8,390-90.2% | $13,129-93.7% | $7,234-88.6% |