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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 | $58,250 | $65,395-10.9% | $182,558-68.1% | $72,976-20.2% |
| Participation rate | 68.6% | 65.4%+3.1pp | 78.0%-9.4pp | 69.5%-0.9pp |
| Annual return | 17.74% | 27.68%-9.9pp | 148.59%-130.8pp | 81.02%-63.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,453 | $3,563-3.1% | $5,526-37.5% | $3,608-4.3% |
| Admin fee / account holder | $4,888 | $4,245+15.1% | $8,594-43.1% | $5,124-4.6% |