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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 | $63,949+44.7% | $129,031-28.3% | $94,015-1.6% |
| Participation rate | 12.2% | 63.4%-51.2pp | 73.4%-61.1pp | 70.8%-58.6pp |
| Annual return | 11.93% | 17.56%-5.6pp | 34.67%-22.7pp | 17.84%-5.9pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,860 | $3,686-49.6% | $5,217-64.4% | $4,249-56.2% |
| Admin fee / account holder | $10,818 | $5,523+95.9% | $13,208-18.1% | $8,951+20.9% |