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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 | $92,868 | $57,119+62.6% | $85,187+9.0% | $80,935+14.7% |
| Participation rate | 52.5% | 56.4%-3.9pp | 67.5%-15.0pp | 67.7%-15.2pp |
| Annual return | 8.65% | 21.70%-13.1pp | 66.67%-58.0pp | 35.66%-27.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,346 | $3,115-24.7% | $4,525-48.2% | $4,299-45.4% |
| Admin fee / account holder | $3,369 | $4,990-32.5% | $6,162-45.3% | $6,924-51.3% |