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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 | $87,107 | $61,125+42.5% | $94,057-7.4% | $87,485-0.4% |
| Participation rate | 23.2% | 64.1%-40.9pp | 73.3%-50.1pp | 68.9%-45.7pp |
| Annual return | 8.88% | 35.20%-26.3pp | 480.62%-471.7pp | 26.06%-17.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,085 | $3,260-66.7% | $4,709-77.0% | $4,274-74.6% |
| Admin fee / account holder | $1,022 | $5,629-81.8% | $7,244-85.9% | $7,775-86.9% |