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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 | $78,757 | $89,370-11.9% | $141,197-44.2% | $72,976+7.9% |
| Participation rate | 35.7% | 75.1%-39.4pp | 82.5%-46.8pp | 69.5%-33.8pp |
| Annual return | 5.68% | 111.88%-106.2pp | 71.41%-65.7pp | 81.02%-75.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,472 | $5,419-35.9% | $6,710-48.3% | $3,608-3.8% |
| Admin fee / account holder | $5,568 | $5,957-6.5% | $10,265-45.8% | $5,124+8.7% |