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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 | $84,434 | $68,878+22.6% | $120,574-30.0% | $80,935+4.3% |
| Participation rate | 48.3% | 61.7%-13.4pp | 71.9%-23.7pp | 67.7%-19.4pp |
| Annual return | 8.61% | 23.67%-15.1pp | 107.42%-98.8pp | 35.66%-27.0pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,043 | $3,189+89.5% | $4,996+21.0% | $4,299+40.5% |
| Admin fee / account holder | $1,068 | $5,782-81.5% | $9,445-88.7% | $6,924-84.6% |