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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 | $92,070 | $106,524-13.6% | $152,301-39.5% | $87,485+5.2% |
| Participation rate | 62.0% | 75.8%-13.7pp | 82.4%-20.4pp | 68.9%-6.9pp |
| Annual return | 13.13% | 26.89%-13.8pp | 80.50%-67.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,049 | $6,525-53.3% | $8,004-61.9% | $4,274-28.7% |
| Admin fee / account holder | $8,422 | $8,287+1.6% | $14,398-41.5% | $7,775+8.3% |