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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 | $55,851 | $201,372-72.3% | $184,260-69.7% | $145,884-61.7% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 9.56% | 29.04%-19.5pp | 28.84%-19.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,959 | $9,808-59.6% | $9,133-56.6% | $6,690-40.8% |
| Admin fee / account holder | $5,554 | $16,362-66.1% | $13,898-60.0% | $13,392-58.5% |