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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 | $98,945 | $52,580+88.2% | $71,671+38.1% | $70,126+41.1% |
| Participation rate | 46.2% | 60.9%-14.7pp | 68.7%-22.6pp | 69.5%-23.4pp |
| Annual return | 11.73% | 20.25%-8.5pp | 20.65%-8.9pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,459 | $2,386-38.9% | $3,438-57.6% | $3,332-56.2% |
| Admin fee / account holder | $4,455 | $3,653+22.0% | $5,558-19.9% | $4,645-4.1% |