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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 | $96,626 | $71,215+35.7% | $93,696+3.1% | $80,935+19.4% |
| Participation rate | 40.5% | 60.4%-19.9pp | 68.7%-28.2pp | 67.7%-27.2pp |
| Annual return | 0.97% | 11.27%-10.3pp | 133.74%-132.8pp | 35.66%-34.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,474 | $4,037+10.8% | $4,417+1.3% | $4,299+4.0% |
| Admin fee / account holder | $9,305 | $6,958+33.7% | $8,287+12.3% | $6,924+34.4% |