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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 | $109,044 | $73,787+47.8% | $98,716+10.5% | $82,448+32.3% |
| Participation rate | 55.4% | 61.4%-6.0pp | 69.3%-13.9pp | 68.1%-12.6pp |
| Annual return | 10.97% | 18.57%-7.6pp | 31.81%-20.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,314 | $3,081+40.0% | $4,048+6.6% | $4,139+4.2% |
| Admin fee / account holder | $5,586 | $6,500-14.1% | $8,703-35.8% | $7,234-22.8% |