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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 | $92,434 | $63,355+45.9% | $91,994+0.5% | $72,983+26.7% |
| Participation rate | 66.0% | 72.5%-6.5pp | 78.6%-12.6pp | 69.5%-3.4pp |
| Annual return | 17.78% | 35.35%-17.6pp | 69.03%-51.2pp | 81.01%-63.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,806 | $4,883+18.9% | $5,923-2.0% | $3,608+60.9% |
| Admin fee / account holder | $3,628 | $4,668-22.3% | $7,743-53.2% | $5,124-29.2% |