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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 | $108,579 | $69,977+55.2% | $108,5820% | $62,881+72.7% |
| Participation rate | 43.8% | 72.9%-29.1pp | 79.6%-35.8pp | 69.3%-25.6pp |
| Annual return | -1.39% | 10.73%-12.1pp | -51.70%+50.3pp | 20.14%-21.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,802 | $3,165+51.7% | $4,311+11.4% | $3,203+49.9% |
| Admin fee / account holder | $4,366 | $5,076-14.0% | $7,645-42.9% | $4,296+1.6% |