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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 | $70,505 | $106,749-34.0% | $145,433-51.5% | $82,448-14.5% |
| Participation rate | 35.3% | 75.6%-40.4pp | 82.1%-46.8pp | 68.1%-32.8pp |
| Annual return | 7.84% | 27.59%-19.7pp | 66.58%-58.7pp | 41.64%-33.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,905 | $6,519-40.1% | $7,897-50.6% | $4,139-5.7% |
| Admin fee / account holder | $5,741 | $8,390-31.6% | $13,129-56.3% | $7,234-20.6% |