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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 | $55,004 | $89,367-38.5% | $141,191-61.0% | $72,975-24.6% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.5%-20.0pp | 69.5%-7.0pp |
| Annual return | 14.39% | 111.87%-97.5pp | 71.41%-57.0pp | 81.01%-66.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,480 | $5,419-35.8% | $6,710-48.1% | $3,608-3.5% |
| Admin fee / account holder | $7,535 | $5,957+26.5% | $10,264-26.6% | $5,124+47.1% |