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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 | $92,592 | $83,485+10.9% | $125,195-26.0% | $72,976+26.9% |
| Participation rate | 64.4% | 73.3%-8.9pp | 79.8%-15.3pp | 69.5%-5.0pp |
| Annual return | 10.59% | 25.77%-15.2pp | 43.79%-33.2pp | 81.02%-70.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,656 | $3,586+2.0% | $4,937-25.9% | $3,608+1.3% |
| Admin fee / account holder | $5,224 | $5,518-5.3% | $9,704-46.2% | $5,124+2.0% |