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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 | $96,246 | $54,726+75.9% | $68,793+39.9% | $64,181+50.0% |
| Participation rate | 40.7% | 68.0%-27.3pp | 72.2%-31.5pp | 69.6%-28.8pp |
| Annual return | -8.57% | -1.62%-7.0pp | -4.63%-3.9pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,747 | $2,626+4.6% | $3,311-17.0% | $3,470-20.8% |
| Admin fee / account holder | $2,224 | $4,027-44.8% | $5,131-56.6% | $4,887-54.5% |