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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 | $85,708 | $69,590+23.2% | $136,867-37.4% | $94,015-8.8% |
| Participation rate | 34.6% | 66.3%-31.7pp | 74.5%-39.9pp | 70.8%-36.2pp |
| Annual return | 10.73% | 19.62%-8.9pp | 42.97%-32.2pp | 17.84%-7.1pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,303 | $3,437-3.9% | $4,924-32.9% | $4,249-22.3% |
| Admin fee / account holder | $50,132 | $8,912+462.5% | $10,340+384.8% | $8,951+460.1% |