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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 | $70,068 | $99,875-29.8% | $146,866-52.3% | $86,983-19.4% |
| Participation rate | 66.0% | 75.8%-9.8pp | 82.5%-16.6pp | 69.5%-3.6pp |
| Annual return | 12.51% | 28.10%-15.6pp | 102.85%-90.3pp | 25.83%-13.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,492 | $6,322-29.0% | $7,759-42.1% | $4,194+7.1% |
| Admin fee / account holder | $10,866 | $7,838+38.6% | $13,620-20.2% | $7,856+38.3% |