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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 | $86,256 | $98,776-12.7% | $149,745-42.4% | $79,856+8.0% |
| Participation rate | 56.3% | 75.8%-19.5pp | 82.5%-26.2pp | 69.6%-13.4pp |
| Annual return | 12.04% | 27.38%-15.3pp | 276.72%-264.7pp | 31.71%-19.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,688 | $5,681-52.7% | $6,843-60.7% | $3,741-28.1% |
| Admin fee / account holder | $20,906 | $6,053+245.4% | $9,312+124.5% | $5,306+294.0% |