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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 | $86,485 | $72,269+19.7% | $101,271-14.6% | $79,852+8.3% |
| Participation rate | 39.3% | 68.5%-29.1pp | 75.8%-36.5pp | 69.6%-30.3pp |
| Annual return | 5.72% | 22.29%-16.6pp | 46.48%-40.8pp | 31.72%-26.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,813 | $3,282-14.3% | $4,371-35.6% | $3,740-24.8% |
| Admin fee / account holder | $8,797 | $4,401+99.9% | $5,948+47.9% | $5,306+65.8% |