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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 | $89,086 | $103,164-13.6% | $90,259-1.3% | $154,746-42.4% |
| Participation rate | 25.0% | 76.1%-51.1pp | 70.7%-45.7pp | 80.7%-55.7pp |
| Annual return | 6.83% | 19.25%-12.4pp | 18.88%-12.1pp | 172.34%-165.5pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,438 | $4,422+90.8% | $3,827+120.5% | $6,730+25.4% |
| Admin fee / account holder | $37,104 | $8,593+331.8% | $7,267+410.6% | $14,365+158.3% |