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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 | $96,983 | $61,660+57.3% | $80,022+21.2% | $64,173+51.1% |
| Participation rate | 36.1% | 71.7%-35.6pp | 75.8%-39.8pp | 69.6%-33.5pp |
| Annual return | -7.89% | -0.33%-7.6pp | 11.22%-19.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,248 | $2,968-24.2% | $3,686-39.0% | $3,470-35.2% |
| Admin fee / account holder | $13,285 | $5,417+145.2% | $6,521+103.7% | $4,887+171.8% |