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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 | $107,793 | $71,873+50.0% | $86,698+24.3% | $68,490+57.4% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.4pp | 67.9%+1.3pp |
| Annual return | -20.31% | 3.54%-23.8pp | 35.96%-56.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,174 | $3,779-42.5% | $4,656-53.3% | $4,028-46.0% |
| Admin fee / account holder | $5,212 | $6,110-14.7% | $7,492-30.4% | $5,403-3.5% |