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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 | $95,398 | $73,978+29.0% | $96,515-1.2% | $75,173+26.9% |
| Participation rate | 31.3% | 66.4%-35.2pp | 74.3%-43.1pp | 67.2%-36.0pp |
| Annual return | 7.86% | 26.72%-18.9pp | 35.73%-27.9pp | 160.72%-152.9pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,813 | $3,660-50.5% | $4,880-62.8% | $4,126-56.1% |
| Admin fee / account holder | $12,275 | $5,219+135.2% | $6,735+82.2% | $5,651+117.2% |