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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 | $89,513 | $65,034+37.6% | $90,970-1.6% | $79,856+12.1% |
| Participation rate | 48.1% | 61.6%-13.5pp | 69.0%-20.9pp | 69.6%-21.6pp |
| Annual return | 9.31% | 30.45%-21.1pp | 134.60%-125.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,537 | $2,512-38.8% | $3,373-54.4% | $3,741-58.9% |
| Admin fee / account holder | $1,489 | $4,536-67.2% | $5,961-75.0% | $5,306-71.9% |