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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 | $90,558 | $70,684+28.1% | $169,397-46.5% | $75,177+20.5% |
| Participation rate | 59.5% | 64.8%-5.3pp | 77.2%-17.7pp | 67.2%-7.7pp |
| Annual return | 10.10% | 36.38%-26.3pp | 406.23%-396.1pp | 160.75%-150.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,325 | $4,310+0.4% | $6,223-30.5% | $4,126+4.8% |
| Admin fee / account holder | $2,909 | $5,404-46.2% | $9,017-67.7% | $5,651-48.5% |