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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 | $90,451 | $57,590+57.1% | $86,233+4.9% | $82,448+9.7% |
| Participation rate | 23.5% | 57.9%-34.3pp | 69.0%-45.5pp | 68.1%-44.5pp |
| Annual return | 9.56% | 22.41%-12.9pp | 61.39%-51.8pp | 41.64%-32.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $787 | $3,080-74.5% | $4,559-82.7% | $4,139-81.0% |
| Admin fee / account holder | $1,455 | $4,730-69.2% | $8,342-82.6% | $7,234-79.9% |