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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 | $90,821 | $91,179-0.4% | $178,499-49.1% | $79,852+13.7% |
| Participation rate | 34.5% | 69.2%-34.7pp | 81.9%-47.4pp | 69.6%-35.1pp |
| Annual return | 7.54% | 24.19%-16.7pp | 151.10%-143.6pp | 31.72%-24.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,827 | $3,236-12.6% | $5,202-45.7% | $3,740-24.4% |
| Admin fee / account holder | $1,215 | $6,749-82.0% | $13,986-91.3% | $5,306-77.1% |