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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 | $94,691 | $76,407+23.9% | $150,298-37.0% | $82,448+14.8% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 12.38% | 39.99%-27.6pp | 62.79%-50.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,706 | $3,214+15.3% | $5,453-32.0% | $4,139-10.5% |
| Admin fee / account holder | $1,022 | $6,352-83.9% | $14,116-92.8% | $7,234-85.9% |