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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 | $108,991 | $101,795+7.1% | $165,100-34.0% | $80,959+34.6% |
| Participation rate | 60.5% | 71.8%-11.4pp | 78.6%-18.2pp | 67.7%-7.2pp |
| Annual return | 9.01% | 16.73%-7.7pp | 70.21%-61.2pp | 35.67%-26.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,205 | $4,476-28.4% | $6,035-46.9% | $4,300-25.5% |
| Admin fee / account holder | $3,733 | $8,221-54.6% | $12,696-70.6% | $6,925-46.1% |