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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 | $91,362 | $91,559-0.2% | $133,978-31.8% | $79,856+14.4% |
| Participation rate | 58.3% | 73.3%-15.0pp | 79.8%-21.5pp | 69.6%-11.3pp |
| Annual return | 8.77% | 61.85%-53.1pp | 45.10%-36.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,419 | $3,734-35.2% | $5,047-52.1% | $3,741-35.3% |
| Admin fee / account holder | $14,031 | $6,321+122.0% | $8,930+57.1% | $5,306+164.4% |