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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 | $50,285 | $82,133-38.8% | $147,318-65.9% | $64,097-21.5% |
| Participation rate | 31.1% | 62.3%-31.1pp | 82.1%-50.9pp | 55.2%-24.1pp |
| Annual return | 13.78% | 78.78%-65.0pp | 70.43%-56.7pp | 34.64%-20.9pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,029 | $5,407-62.5% | $7,906-74.3% | $3,080-34.1% |
| Admin fee / account holder | $4,100 | $3,730+9.9% | $13,708-70.1% | $3,454+18.7% |