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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 | $86,557 | $65,246+32.7% | $98,716-12.3% | $67,986+27.3% |
| Participation rate | 32.4% | 51.4%-19.0pp | 69.3%-36.9pp | 57.2%-24.8pp |
| Annual return | 11.56% | 20.58%-9.0pp | 31.81%-20.2pp | 31.67%-20.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,343 | $2,594-9.7% | $4,048-42.1% | $3,358-30.2% |
| Admin fee / account holder | $1,717 | $4,561-62.3% | $8,703-80.3% | $3,203-46.4% |