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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 | $98,972 | $62,583+58.1% | $76,767+28.9% | $64,173+54.2% |
| Participation rate | 32.1% | 72.8%-40.7pp | 77.0%-44.8pp | 69.6%-37.4pp |
| Annual return | -7.53% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,466 | $3,145-53.4% | $3,852-61.9% | $3,470-57.8% |
| Admin fee / account holder | $4,085 | $4,667-12.5% | $6,675-38.8% | $4,887-16.4% |