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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 | $55,115 | $69,977-21.2% | $108,582-49.2% | $62,881-12.4% |
| Participation rate | 53.8% | 72.9%-19.1pp | 79.6%-25.7pp | 69.3%-15.5pp |
| Annual return | 3.41% | 10.73%-7.3pp | -51.70%+55.1pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,450 | $3,165-54.2% | $4,311-66.4% | $3,203-54.7% |
| Admin fee / account holder | $4,354 | $5,076-14.2% | $7,645-43.1% | $4,296+1.3% |