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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 | $96,173 | $93,057+3.3% | $153,500-37.3% | $80,925+18.8% |
| Participation rate | 36.4% | 69.0%-32.6pp | 77.1%-40.7pp | 67.7%-31.3pp |
| Annual return | 8.59% | 19.96%-11.4pp | 15.70%-7.1pp | 35.65%-27.1pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,498 | $5,179-32.5% | $6,756-48.2% | $4,299-18.6% |
| Admin fee / account holder | $3,660 | $8,885-58.8% | $12,736-71.3% | $6,940-47.3% |