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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 | $82,036 | $87,132-5.8% | $105,624-22.3% | $80,959+1.3% |
| Participation rate | 51.6% | 70.4%-18.8pp | 75.3%-23.7pp | 67.7%-16.1pp |
| Annual return | 5.05% | 17.03%-12.0pp | 116.20%-111.2pp | 35.67%-30.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,742 | $3,985-6.1% | $5,013-25.4% | $4,300-13.0% |
| Admin fee / account holder | $14,551 | $8,449+72.2% | $10,961+32.7% | $6,925+110.1% |