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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 | $62,256 | $93,598-33.5% | $135,974-54.2% | $75,173-17.2% |
| Participation rate | 53.6% | 75.2%-21.6pp | 81.9%-28.3pp | 67.2%-13.6pp |
| Annual return | 10.32% | 30.89%-20.6pp | 68.30%-58.0pp | 160.72%-150.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,967 | $6,405-6.8% | $7,760-23.1% | $4,126+44.6% |
| Admin fee / account holder | $458 | $6,978-93.4% | $10,767-95.7% | $5,651-91.9% |