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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 | $56,440 | $77,814-27.5% | $158,223-64.3% | $86,983-35.1% |
| Participation rate | 50.0% | 68.4%-18.4pp | 79.2%-29.2pp | 69.5%-19.5pp |
| Annual return | 9.24% | 30.54%-21.3pp | 52.09%-42.8pp | 25.83%-16.6pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,735 | $3,270-46.9% | $5,467-68.3% | $4,194-58.6% |
| Admin fee / account holder | $4,024 | $5,879-31.6% | $16,047-74.9% | $7,856-48.8% |