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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 | $92,680 | $46,877+97.7% | $122,354-24.3% | $70,126+32.2% |
| Participation rate | 19.4% | 58.2%-38.8pp | 71.6%-52.2pp | 69.5%-50.1pp |
| Annual return | 11.99% | 24.22%-12.2pp | 30.28%-18.3pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,254 | $2,167-42.2% | $3,287-61.9% | $3,332-62.4% |
| Admin fee / account holder | $4,456 | $3,324+34.1% | $5,479-18.7% | $4,645-4.1% |