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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 | $89,378 | $89,3700% | $141,197-36.7% | $72,976+22.5% |
| Participation rate | 38.5% | 75.1%-36.7pp | 82.5%-44.0pp | 69.5%-31.0pp |
| Annual return | 17.40% | 111.88%-94.5pp | 71.41%-54.0pp | 81.02%-63.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,173 | $5,419-41.4% | $6,710-52.7% | $3,608-12.0% |
| Admin fee / account holder | $26,062 | $5,957+337.5% | $10,265+153.9% | $5,124+408.6% |