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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 | $109,143 | $72,492+50.6% | $87,104+25.3% | $72,975+49.6% |
| Participation rate | 69.2% | 72.8%-3.6pp | 76.9%-7.6pp | 69.5%-0.3pp |
| Annual return | 3.90% | 24.46%-20.6pp | 28.19%-24.3pp | 81.01%-77.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,708 | $3,270+13.4% | $4,048-8.4% | $3,608+2.8% |
| Admin fee / account holder | $1,848 | $5,055-63.4% | $7,491-75.3% | $5,124-63.9% |