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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 | $89,312 | $77,896+14.7% | $134,172-33.4% | $82,448+8.3% |
| Participation rate | 29.0% | 62.8%-33.8pp | 72.5%-43.4pp | 68.1%-39.0pp |
| Annual return | 10.08% | 18.21%-8.1pp | 25.30%-15.2pp | 41.64%-31.6pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,249 | $3,162-60.5% | $4,690-73.4% | $4,139-69.8% |
| Admin fee / account holder | $12,676 | $6,336+100.1% | $12,016+5.5% | $7,234+75.2% |