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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 | $92,104 | $85,171+8.1% | $172,753-46.7% | $72,976+26.2% |
| Participation rate | 52.0% | 70.1%-18.1pp | 82.6%-30.6pp | 69.5%-17.5pp |
| Annual return | 1.59% | 27.32%-25.7pp | 803.00%-801.4pp | 81.02%-79.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,458 | $3,260+67.4% | $5,198+5.0% | $3,608+51.3% |
| Admin fee / account holder | $443 | $5,880-92.5% | $13,956-96.8% | $5,124-91.3% |