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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 | $54,245 | $78,027-30.5% | $178,528-69.6% | $80,925-33.0% |
| Participation rate | 69.0% | 65.7%+3.4pp | 77.1%-8.1pp | 67.7%+1.4pp |
| Annual return | 10.08% | 18.09%-8.0pp | 27.11%-17.0pp | 35.65%-25.6pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,004 | $4,408+13.5% | $6,278-20.3% | $4,299+16.4% |
| Admin fee / account holder | $12,787 | $7,168+78.4% | $10,419+22.7% | $6,940+84.3% |