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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 | $95,587 | $73,955+29.2% | $96,520-1.0% | $75,181+27.1% |
| Participation rate | 52.9% | 66.4%-13.5pp | 74.3%-21.4pp | 67.2%-14.3pp |
| Annual return | 8.80% | 26.72%-17.9pp | 35.72%-26.9pp | 160.69%-151.9pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,647 | $3,659-27.7% | $4,879-45.8% | $4,126-35.9% |
| Admin fee / account holder | $9,724 | $5,217+86.4% | $6,733+44.4% | $5,650+72.1% |