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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 | $50,793 | $123,478-58.9% | $216,567-76.5% | $94,015-46.0% |
| Participation rate | 55.6% | 75.1%-19.6pp | 81.6%-26.1pp | 70.8%-15.3pp |
| Annual return | 7.25% | 23.61%-16.4pp | 12.94%-5.7pp | 17.84%-10.6pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,973 | $4,556+9.2% | $6,191-19.7% | $4,249+17.0% |
| Admin fee / account holder | $6,496 | $12,753-49.1% | $21,981-70.4% | $8,951-27.4% |