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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 | $92,538 | $41,377+123.6% | $109,313-15.3% | $62,881+47.2% |
| Participation rate | 21.1% | 57.5%-36.5pp | 71.3%-50.2pp | 69.3%-48.3pp |
| Annual return | 4.14% | 11.05%-6.9pp | 22.07%-17.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $796 | $2,045-61.1% | $3,166-74.9% | $3,203-75.1% |
| Admin fee / account holder | $3,014 | $2,884+4.5% | $5,666-46.8% | $4,296-29.8% |