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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 | $91,326 | $78,013+17.1% | $178,449-48.8% | $80,911+12.9% |
| Participation rate | 50.0% | 65.7%-15.7pp | 77.1%-27.1pp | 67.6%-17.6pp |
| Annual return | 8.03% | 18.07%-10.0pp | 27.09%-19.1pp | 35.63%-27.6pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,926 | $4,408-33.6% | $6,277-53.4% | $4,297-31.9% |
| Admin fee / account holder | $9,060 | $7,166+26.4% | $10,362-12.6% | $6,935+30.7% |