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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 | $108,955 | $69,977+55.7% | $108,582+0.3% | $62,881+73.3% |
| Participation rate | 65.1% | 72.9%-7.8pp | 79.6%-14.5pp | 69.3%-4.2pp |
| Annual return | 4.13% | 10.73%-6.6pp | -51.70%+55.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,436 | $3,165+40.2% | $4,311+2.9% | $3,203+38.5% |
| Admin fee / account holder | $4,655 | $5,076-8.3% | $7,645-39.1% | $4,296+8.4% |