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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 | $94,815 | $72,273+31.2% | $101,275-6.4% | $79,856+18.7% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 8.96% | 22.30%-13.3pp | 46.48%-37.5pp | 31.71%-22.8pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,662 | $3,282-18.9% | $4,371-39.1% | $3,741-28.8% |
| Admin fee / account holder | $6,813 | $4,401+54.8% | $5,948+14.5% | $5,306+28.4% |