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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 | $50,951 | $69,977-27.2% | $108,582-53.1% | $62,881-19.0% |
| Participation rate | 38.5% | 72.9%-34.4pp | 79.6%-41.1pp | 69.3%-30.8pp |
| Annual return | 4.44% | 10.73%-6.3pp | -51.70%+56.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,564 | $3,165-19.0% | $4,311-40.5% | $3,203-20.0% |
| Admin fee / account holder | $6,856 | $5,076+35.0% | $7,645-10.3% | $4,296+59.6% |