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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 | $86,614 | $72,492+19.5% | $87,104-0.6% | $72,975+18.7% |
| Participation rate | 37.5% | 72.8%-35.3pp | 76.9%-39.4pp | 69.5%-32.0pp |
| Annual return | 5.52% | 24.46%-18.9pp | 28.19%-22.7pp | 81.01%-75.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,862 | $3,270-43.0% | $4,048-54.0% | $3,608-48.4% |
| Admin fee / account holder | $14,613 | $5,055+189.1% | $7,491+95.1% | $5,124+185.2% |