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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 | $61,125+40.2% | $94,057-8.9% | $87,485-2.0% |
| Participation rate | 34.6% | 64.1%-29.5pp | 73.3%-38.7pp | 68.9%-34.3pp |
| Annual return | 10.73% | 35.20%-24.5pp | 480.62%-469.9pp | 26.06%-15.3pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,303 | $3,260+1.3% | $4,709-29.9% | $4,274-22.7% |
| Admin fee / account holder | $50,132 | $5,629+790.7% | $7,244+592.0% | $7,775+544.8% |