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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 | $90,226 | $57,590+56.7% | $86,233+4.6% | $82,448+9.4% |
| Participation rate | 31.1% | 57.9%-26.8pp | 69.0%-37.9pp | 68.1%-37.0pp |
| Annual return | 8.25% | 22.41%-14.2pp | 61.39%-53.1pp | 41.64%-33.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,454 | $3,080-20.3% | $4,559-46.2% | $4,139-40.7% |
| Admin fee / account holder | $33,178 | $4,730+601.4% | $8,342+297.7% | $7,234+358.6% |