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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 | $97,942 | $81,262+20.5% | $155,602-37.1% | $80,911+21.1% |
| Participation rate | 44.0% | 66.2%-22.2pp | 78.2%-34.2pp | 67.6%-23.6pp |
| Annual return | 5.52% | 33.34%-27.8pp | 64.81%-59.3pp | 35.63%-30.1pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,527 | $3,451+2.2% | $5,629-37.3% | $4,297-17.9% |
| Admin fee / account holder | $31,815 | $7,992+298.1% | $15,923+99.8% | $6,935+358.8% |