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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 | $77,814-35.3% | $158,223-68.2% | $86,983-42.1% |
| Participation rate | 20.6% | 68.4%-47.8pp | 79.2%-58.6pp | 69.5%-49.0pp |
| Annual return | 10.39% | 30.54%-20.1pp | 52.09%-41.7pp | 25.83%-15.4pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,794 | $3,270-45.1% | $5,467-67.2% | $4,194-57.2% |
| Admin fee / account holder | $15,432 | $5,879+162.5% | $16,047-3.8% | $7,856+96.4% |