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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 | $85,435 | $67,894+25.8% | $89,340-4.4% | $82,448+3.6% |
| Participation rate | 37.9% | 64.0%-26.1pp | 69.6%-31.6pp | 68.1%-30.1pp |
| Annual return | 8.18% | 19.21%-11.0pp | 20.57%-12.4pp | 41.64%-33.5pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,095 | $3,072-64.4% | $3,823-71.4% | $4,139-73.5% |
| Admin fee / account holder | $43,639 | $5,723+662.5% | $6,704+551.0% | $7,234+503.2% |