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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 | $86,563 | $63,346+36.7% | $92,240-6.2% | $70,126+23.4% |
| Participation rate | 59.5% | 68.7%-9.2pp | 76.5%-17.0pp | 69.5%-10.1pp |
| Annual return | 7.96% | 530.19%-522.2pp | 176.29%-168.3pp | 73.15%-65.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,150 | $2,854+10.4% | $3,897-19.2% | $3,332-5.5% |
| Admin fee / account holder | $7,834 | $3,841+104.0% | $5,194+50.8% | $4,645+68.6% |