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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 | $97,688 | $70,366+38.8% | $66,674+46.5% | $138,895-29.7% |
| Participation rate | 69.2% | 76.2%-6.9pp | 73.7%-4.4pp | 79.9%-10.7pp |
| Annual return | 11.20% | 386.41%-375.2pp | 321.24%-310.0pp | 145.39%-134.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,631 | $4,374-62.7% | $4,084-60.1% | $6,396-74.5% |
| Admin fee / account holder | $8,762 | $5,262+66.5% | $5,098+71.9% | $12,562-30.3% |