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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 | $98,002 | $58,493+67.5% | $84,021+16.6% | $72,975+34.3% |
| Participation rate | 55.6% | 61.2%-5.7pp | 69.0%-13.5pp | 69.5%-13.9pp |
| Annual return | 12.71% | 28.93%-16.2pp | 71.32%-58.6pp | 81.01%-68.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,614 | $2,394+9.2% | $3,239-19.3% | $3,608-27.6% |
| Admin fee / account holder | $3,014 | $4,569-34.0% | $6,102-50.6% | $5,124-41.2% |