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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 | $56,418 | $101,795-44.6% | $165,100-65.8% | $80,959-30.3% |
| Participation rate | 69.7% | 71.8%-2.1pp | 78.6%-8.9pp | 67.7%+2.0pp |
| Annual return | 5.98% | 16.73%-10.7pp | 70.21%-64.2pp | 35.67%-29.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,303 | $4,476-26.2% | $6,035-45.3% | $4,300-23.2% |
| Admin fee / account holder | $20,692 | $8,221+151.7% | $12,696+63.0% | $6,925+198.8% |