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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 | $88,958 | $51,207+73.7% | $70,565+26.1% | $71,529+24.4% |
| Participation rate | 29.1% | 59.4%-30.2pp | 68.4%-39.2pp | 67.9%-38.8pp |
| Annual return | 12.46% | 42.71%-30.3pp | 32.79%-20.3pp | 28.97%-16.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $2,976-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,436 | $3,033-52.7% | $4,568-68.6% | $4,291-66.5% |
| Admin fee / account holder | $5,006 | $2,002+150.1% | $6,430-22.1% | $1,588+215.2% |