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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 | $57,061+62.8% | $85,063+9.2% | $80,911+14.8% |
| Participation rate | 52.5% | 56.3%-3.8pp | 67.5%-15.0pp | 67.6%-15.1pp |
| Annual return | 8.65% | 21.66%-13.0pp | 66.54%-57.9pp | 35.63%-27.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,346 | $3,110-24.6% | $4,523-48.1% | $4,297-45.4% |
| Admin fee / account holder | $3,369 | $4,986-32.4% | $6,155-45.3% | $6,935-51.4% |