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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 | $87,204 | $86,949+0.3% | $102,460-14.9% | $80,959+7.7% |
| Participation rate | 52.3% | 72.4%-20.1pp | 76.5%-24.2pp | 67.7%-15.4pp |
| Annual return | 8.03% | 18.89%-10.9pp | 29.47%-21.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,066 | $4,121-49.9% | $5,056-59.1% | $4,300-52.0% |
| Admin fee / account holder | $18,484 | $8,048+129.7% | $9,460+95.4% | $6,925+166.9% |