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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 | $93,909 | $95,406-1.6% | $185,849-49.5% | $85,847+9.4% |
| Participation rate | 35.7% | 68.8%-33.1pp | 81.7%-46.0pp | 69.3%-33.6pp |
| Annual return | 7.41% | 23.59%-16.2pp | 122.10%-114.7pp | 318.61%-311.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,436 | $3,424-28.8% | $5,569-56.3% | $3,952-38.4% |
| Admin fee / account holder | $2,302 | $7,214-68.1% | $16,244-85.8% | $6,261-63.2% |