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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 | $73,787+46.8% | $98,716+9.8% | $82,448+31.4% |
| Participation rate | 48.6% | 61.4%-12.8pp | 69.3%-20.7pp | 68.1%-19.5pp |
| Annual return | 7.61% | 18.57%-11.0pp | 31.81%-24.2pp | 41.64%-34.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,381 | $3,081+42.2% | $4,048+8.2% | $4,139+5.8% |
| Admin fee / account holder | $7,018 | $6,500+8.0% | $8,703-19.4% | $7,234-3.0% |