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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 | $67,894+58.1% | $89,340+20.2% | $82,448+30.2% |
| Participation rate | 55.9% | 64.0%-8.2pp | 69.6%-13.7pp | 68.1%-12.2pp |
| Annual return | 9.36% | 19.21%-9.8pp | 20.57%-11.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,543 | $3,072-17.2% | $3,823-33.5% | $4,139-38.6% |
| Admin fee / account holder | $558 | $5,723-90.2% | $6,704-91.7% | $7,234-92.3% |