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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 | $50,370 | $78,690-36.0% | $161,489-68.8% | $87,485-42.4% |
| Participation rate | 20.6% | 67.5%-46.9pp | 78.7%-58.1pp | 68.9%-48.3pp |
| Annual return | 10.39% | 32.74%-22.3pp | 89.72%-79.3pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,794 | $3,311-45.8% | $5,630-68.1% | $4,274-58.0% |
| Admin fee / account holder | $15,432 | $6,724+129.5% | $16,006-3.6% | $7,775+98.5% |