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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 | $93,563 | $89,370+4.7% | $141,197-33.7% | $72,976+28.2% |
| Participation rate | 48.4% | 75.1%-26.7pp | 82.5%-34.1pp | 69.5%-21.1pp |
| Annual return | 18.84% | 111.88%-93.0pp | 71.41%-52.6pp | 81.02%-62.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,721 | $5,419+5.6% | $6,710-14.7% | $3,608+58.6% |
| Admin fee / account holder | $17,486 | $5,957+193.5% | $10,265+70.3% | $5,124+241.2% |