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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 | $58,848+53.7% | $88,179+2.6% | $82,637+9.5% |
| Participation rate | 23.5% | 57.9%-34.4pp | 69.1%-45.6pp | 68.1%-44.5pp |
| Annual return | 9.56% | 22.76%-13.2pp | 64.97%-55.4pp | 53.51%-44.0pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $787 | $3,124-74.8% | $4,614-82.9% | $4,126-80.9% |
| Admin fee / account holder | $1,455 | $4,795-69.7% | $7,673-81.0% | $7,339-80.2% |