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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 | $108,341 | $76,834+41.0% | $108,3590% | $87,485+23.8% |
| Participation rate | 48.6% | 61.7%-13.2pp | 70.1%-21.6pp | 68.9%-20.4pp |
| Annual return | 7.61% | 19.09%-11.5pp | 36.89%-29.3pp | 26.06%-18.4pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,381 | $3,100+41.3% | $4,137+5.9% | $4,274+2.5% |
| Admin fee / account holder | $7,018 | $6,537+7.4% | $9,741-27.9% | $7,775-9.7% |