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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 | $92,532 | $71,230+29.9% | $93,727-1.3% | $80,959+14.3% |
| Participation rate | 51.6% | 60.4%-8.8pp | 68.7%-17.1pp | 67.7%-16.1pp |
| Annual return | 8.18% | 11.26%-3.1pp | 133.83%-125.7pp | 35.67%-27.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,917 | $4,037-3.0% | $4,417-11.3% | $4,300-8.9% |
| Admin fee / account holder | $4,385 | $6,961-37.0% | $8,292-47.1% | $6,925-36.7% |