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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 | $90,600 | $97,125-6.7% | $86,233+5.1% | $137,256-34.0% |
| Participation rate | 26.7% | 74.2%-47.5pp | 69.0%-42.4pp | 80.0%-53.3pp |
| Annual return | 7.74% | 74.19%-66.4pp | 61.39%-53.6pp | 220.34%-212.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,894 | $5,180-63.4% | $4,559-58.5% | $6,407-70.4% |
| Admin fee / account holder | $1,089 | $9,725-88.8% | $8,342-86.9% | $12,270-91.1% |