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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 | $115,906 | $73,787+57.1% | $98,716+17.4% | $82,448+40.6% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 4.00% | 18.57%-14.6pp | 31.81%-27.8pp | 41.64%-37.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,263 | $3,081+38.4% | $4,048+5.3% | $4,139+3.0% |
| Admin fee / account holder | $8,685 | $6,500+33.6% | $8,703-0.2% | $7,234+20.0% |