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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 | $82,400 | $48,076+71.4% | $78,693+4.7% | $62,891+31.0% |
| Participation rate | 30.4% | 65.2%-34.9pp | 73.6%-43.2pp | 69.3%-38.9pp |
| Annual return | 1.66% | 31.35%-29.7pp | 62.18%-60.5pp | 20.14%-18.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,825 | $2,588-29.5% | $3,517-48.1% | $3,203-43.0% |
| Admin fee / account holder | $6,840 | $3,207+113.2% | $4,511+51.6% | $4,296+59.2% |