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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 | $101,778-44.6% | $164,975-65.8% | $80,925-30.3% |
| Participation rate | 69.7% | 71.8%-2.1pp | 78.6%-8.9pp | 67.7%+2.0pp |
| Annual return | 5.98% | 16.73%-10.7pp | 70.12%-64.1pp | 35.65%-29.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,303 | $4,477-26.2% | $6,033-45.3% | $4,299-23.2% |
| Admin fee / account holder | $20,692 | $8,221+151.7% | $12,688+63.1% | $6,940+198.2% |