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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 | $93,127 | $77,962+19.5% | $178,540-47.8% | $80,935+15.1% |
| Participation rate | 34.4% | 65.7%-31.3pp | 77.1%-42.7pp | 67.7%-33.3pp |
| Annual return | 5.84% | 18.10%-12.3pp | 27.15%-21.3pp | 35.66%-29.8pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,602 | $4,404-63.6% | $6,281-74.5% | $4,299-62.7% |
| Admin fee / account holder | $14,068 | $7,156+96.6% | $10,424+35.0% | $6,924+103.2% |