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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 | $94,615 | $71,873+31.6% | $86,698+9.1% | $68,490+38.1% |
| Participation rate | 58.5% | 72.2%-13.8pp | 76.6%-18.1pp | 67.9%-9.4pp |
| Annual return | -19.31% | 3.54%-22.8pp | 35.96%-55.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $457 | $2,173-79.0% | $2,837-83.9% | $2,597-82.4% |
| Participant deferral / active EE | $3,132 | $3,779-17.1% | $4,656-32.7% | $4,028-22.2% |
| Admin fee / account holder | $3,693 | $6,110-39.6% | $7,492-50.7% | $5,403-31.7% |