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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 | $92,428 | $72,486+27.5% | $87,103+6.1% | $72,976+26.7% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.9%-18.8pp | 69.5%-11.4pp |
| Annual return | 15.47% | 24.46%-9.0pp | 28.19%-12.7pp | 81.02%-65.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,002 | $3,270+22.4% | $4,049-1.1% | $3,608+10.9% |
| Admin fee / account holder | $851 | $5,055-83.2% | $7,491-88.6% | $5,124-83.4% |