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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 | $90,317 | $98,766-8.6% | $149,730-39.7% | $79,852+13.1% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.5%-28.6pp | 69.6%-15.8pp |
| Annual return | 10.52% | 27.43%-16.9pp | 276.70%-266.2pp | 31.72%-21.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,152 | $5,681-44.5% | $6,843-53.9% | $3,740-15.7% |
| Admin fee / account holder | $1,662 | $6,052-72.5% | $9,310-82.1% | $5,306-68.7% |