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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 | $107,365 | $86,330+24.4% | $121,871-11.9% | $94,015+14.2% |
| Participation rate | 55.9% | 66.7%-10.8pp | 73.2%-17.3pp | 70.8%-14.9pp |
| Annual return | 9.36% | 14.95%-5.6pp | 13.57%-4.2pp | 17.84%-8.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,543 | $3,146-19.2% | $4,318-41.1% | $4,249-40.2% |
| Admin fee / account holder | $558 | $7,346-92.4% | $11,551-95.2% | $8,951-93.8% |