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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 | $92,520 | $60,442+53.1% | $96,754-4.4% | $87,485+5.8% |
| Participation rate | 12.2% | 58.7%-46.5pp | 70.3%-58.0pp | 68.9%-56.7pp |
| Annual return | 11.93% | 21.97%-10.0pp | 82.04%-70.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,860 | $3,280-43.3% | $4,758-60.9% | $4,274-56.5% |
| Admin fee / account holder | $10,818 | $5,069+113.4% | $8,905+21.5% | $7,775+39.1% |