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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 | $95,880 | $51,244+87.1% | $80,977+18.4% | $55,167+73.8% |
| Participation rate | 43.0% | 71.7%-28.7pp | 75.8%-32.8pp | 69.0%-26.0pp |
| Annual return | 5.21% | 17.39%-12.2pp | 17.11%-11.9pp | 169.23%-164.0pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,139 | $4,418-51.6% | $5,696-62.5% | $3,054-30.0% |
| Admin fee / account holder | $586 | $398+47.2% | $5,517-89.4% | $504+16.3% |