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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 | $92,740 | $93,617-0.9% | $135,982-31.8% | $75,177+23.4% |
| Participation rate | 48.8% | 75.2%-26.4pp | 81.9%-33.1pp | 67.2%-18.4pp |
| Annual return | 13.73% | 30.89%-17.2pp | 68.32%-54.6pp | 160.75%-147.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,418 | $6,406-31.0% | $7,760-43.1% | $4,126+7.1% |
| Admin fee / account holder | $4,243 | $6,980-39.2% | $10,767-60.6% | $5,651-24.9% |