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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 | $83,018 | $85,060-2.4% | $70,565+17.6% | $139,487-40.5% |
| Participation rate | 63.6% | 73.9%-10.3pp | 68.4%-4.7pp | 80.3%-16.7pp |
| Annual return | 9.28% | 30.39%-21.1pp | 32.79%-23.5pp | 373.84%-364.6pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,367 | $5,891-76.8% | $4,568-70.1% | $6,713-79.6% |
| Admin fee / account holder | $56,411 | $8,932+531.5% | $6,430+777.3% | $11,407+394.5% |