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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 | $87,597 | $71,878+21.9% | $86,698+1.0% | $68,486+27.9% |
| Participation rate | 62.9% | 72.2%-9.3pp | 76.6%-13.7pp | 67.9%-5.0pp |
| Annual return | -19.67% | 3.53%-23.2pp | 35.95%-55.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,076 | $3,779+60.8% | $4,656+30.5% | $4,028+50.9% |
| Admin fee / account holder | $1,210 | $6,113-80.2% | $7,493-83.9% | $5,404-77.6% |