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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 | $93,408 | $54,541+71.3% | $78,778+18.6% | $70,126+33.2% |
| Participation rate | 53.5% | 60.8%-7.3pp | 69.2%-15.7pp | 69.5%-16.1pp |
| Annual return | 11.38% | 21.07%-9.7pp | 35.62%-24.2pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,232 | $2,210+1.0% | $2,958-24.5% | $3,332-33.0% |
| Admin fee / account holder | $2,722 | $3,709-26.6% | $5,134-47.0% | $4,645-41.4% |