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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 | $105,193 | $78,423+34.1% | $95,964+9.6% | $79,856+31.7% |
| Participation rate | 41.6% | 73.5%-31.9pp | 77.1%-35.5pp | 69.6%-28.1pp |
| Annual return | 9.93% | 19.37%-9.4pp | 91.64%-81.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,312 | $3,440-32.8% | $4,167-44.5% | $3,741-38.2% |
| Admin fee / account holder | $6,383 | $5,622+13.6% | $6,797-6.1% | $5,306+20.3% |