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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 | $110,679 | $45,082+145.5% | $69,464+59.3% | $72,975+51.7% |
| Participation rate | 67.9% | 68.5%-0.6pp | 74.6%-6.7pp | 69.5%-1.6pp |
| Annual return | 0.18% | 22.66%-22.5pp | 28.98%-28.8pp | 81.01%-80.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,809 | $2,604+84.7% | $3,536+36.0% | $3,608+33.3% |
| Admin fee / account holder | $7,485 | $3,057+144.9% | $3,840+94.9% | $5,124+46.1% |