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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 | $88,688 | $76,551+15.9% | $123,894-28.4% | $62,881+41.0% |
| Participation rate | 51.2% | 73.0%-21.8pp | 81.4%-30.2pp | 69.3%-18.1pp |
| Annual return | 4.19% | 18.68%-14.5pp | 47.52%-43.3pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,801 | $4,840-42.1% | $5,984-53.2% | $3,203-12.5% |
| Admin fee / account holder | $7,382 | $4,826+53.0% | $8,357-11.7% | $4,296+71.8% |