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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 | $87,786 | $84,953+3.3% | $163,379-46.3% | $82,637+6.2% |
| Participation rate | 39.7% | 65.9%-26.3pp | 76.8%-37.2pp | 68.1%-28.4pp |
| Annual return | 12.44% | 23.07%-10.6pp | 63.41%-51.0pp | 53.51%-41.1pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,004 | $4,326-53.7% | $6,282-68.1% | $4,126-51.4% |
| Admin fee / account holder | $2,318 | $7,921-70.7% | $9,818-76.4% | $7,339-68.4% |