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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 | $88,708 | $56,894+55.9% | $84,753+4.7% | $62,881+41.1% |
| Participation rate | 52.0% | 68.5%-16.5pp | 76.6%-24.6pp | 69.3%-17.3pp |
| Annual return | -1.06% | 6.30%-7.4pp | 22.78%-23.8pp | 20.14%-21.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,631 | $2,709-2.9% | $3,712-29.1% | $3,203-17.9% |
| Admin fee / account holder | $4,148 | $3,581+15.8% | $5,333-22.2% | $4,296-3.4% |