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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 | $75,210 | $106,749-29.5% | $145,433-48.3% | $82,448-8.8% |
| Participation rate | 43.2% | 75.6%-32.4pp | 82.1%-38.9pp | 68.1%-24.8pp |
| Annual return | 9.10% | 27.59%-18.5pp | 66.58%-57.5pp | 41.64%-32.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,206 | $6,519-20.1% | $7,897-34.1% | $4,139+25.8% |
| Admin fee / account holder | $33,222 | $8,390+296.0% | $13,129+153.0% | $7,234+359.2% |