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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 | $87,037-5.7% | $106,201-22.8% | $80,874+1.4% |
| Participation rate | 51.6% | 70.4%-18.8pp | 75.3%-23.7pp | 67.6%-16.0pp |
| Annual return | 5.05% | 17.05%-12.0pp | 116.26%-111.2pp | 35.62%-30.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,742 | $3,986-6.1% | $5,012-25.3% | $4,297-12.9% |
| Admin fee / account holder | $14,551 | $8,434+72.5% | $11,039+31.8% | $6,935+109.8% |