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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 | $69,273+23.3% | $90,796-5.9% | $82,637+3.4% |
| Participation rate | 37.9% | 64.0%-26.1pp | 69.5%-31.6pp | 68.1%-30.1pp |
| Annual return | 8.18% | 18.37%-10.2pp | 19.29%-11.1pp | 53.51%-45.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,095 | $3,047-64.1% | $3,822-71.3% | $4,126-73.5% |
| Admin fee / account holder | $43,639 | $5,511+691.9% | $7,024+521.3% | $7,339+494.6% |