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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 | $74,535+45.4% | $100,712+7.6% | $82,637+31.1% |
| Participation rate | 48.6% | 61.2%-12.6pp | 69.3%-20.7pp | 68.1%-19.5pp |
| Annual return | 7.61% | 18.92%-11.3pp | 33.27%-25.7pp | 53.51%-45.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,381 | $3,074+42.5% | $4,085+7.2% | $4,126+6.2% |
| Admin fee / account holder | $7,018 | $6,576+6.7% | $9,256-24.2% | $7,339-4.4% |