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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 | $74,535+46.3% | $100,712+8.3% | $82,637+32.0% |
| Participation rate | 55.4% | 61.2%-5.8pp | 69.3%-13.9pp | 68.1%-12.6pp |
| Annual return | 10.97% | 18.92%-8.0pp | 33.27%-22.3pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,314 | $3,074+40.3% | $4,085+5.6% | $4,126+4.5% |
| Admin fee / account holder | $5,586 | $6,576-15.1% | $9,256-39.7% | $7,339-23.9% |