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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 | $65,317 | $76,551-14.7% | $123,894-47.3% | $62,881+3.9% |
| Participation rate | 21.4% | 73.0%-51.6pp | 81.4%-60.0pp | 69.3%-47.9pp |
| Annual return | 2.46% | 18.68%-16.2pp | 47.52%-45.1pp | 20.14%-17.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,211 | $4,840-33.6% | $5,984-46.3% | $3,203+0.3% |
| Admin fee / account holder | $18,675 | $4,826+287.0% | $8,357+123.5% | $4,296+334.7% |