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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 | $100,130 | $71,873+39.3% | $86,698+15.5% | $68,490+46.2% |
| Participation rate | 58.6% | 72.2%-13.6pp | 76.6%-18.0pp | 67.9%-9.3pp |
| Annual return | -22.31% | 3.54%-25.8pp | 35.96%-58.3pp | -7.85%-14.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,300 | $3,779-12.7% | $4,656-29.1% | $4,028-18.1% |
| Admin fee / account holder | $4,296 | $6,110-29.7% | $7,492-42.7% | $5,403-20.5% |