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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 | $91,894 | $110,137-16.6% | $161,149-43.0% | $82,637+11.2% |
| Participation rate | 64.8% | 72.4%-7.5pp | 78.8%-14.0pp | 68.1%-3.2pp |
| Annual return | 11.60% | 20.69%-9.1pp | 21.16%-9.6pp | 53.51%-41.9pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,198 | $4,575-30.1% | $6,153-48.0% | $4,126-22.5% |
| Admin fee / account holder | $21,999 | $9,467+132.4% | $15,194+44.8% | $7,339+199.8% |