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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 | $96,513 | $52,836+82.7% | $105,738-8.7% | $64,181+50.4% |
| Participation rate | 26.7% | 66.5%-39.9pp | 76.3%-49.7pp | 69.6%-42.9pp |
| Annual return | -7.86% | 14.30%-22.2pp | 6.27%-14.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,098 | $2,545-56.8% | $4,080-73.1% | $3,470-68.3% |
| Admin fee / account holder | $644 | $3,959-83.7% | $6,913-90.7% | $4,887-86.8% |