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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 | $118,374 | $63,809+85.5% | $81,353+45.5% | $80,935+46.3% |
| Participation rate | 49.2% | 63.9%-14.7pp | 69.5%-20.3pp | 67.7%-18.4pp |
| Annual return | 4.48% | 16.37%-11.9pp | 24.82%-20.3pp | 35.66%-31.2pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,782 | $3,093-42.4% | $3,885-54.1% | $4,299-58.5% |
| Admin fee / account holder | $1,445 | $5,686-74.6% | $5,766-74.9% | $6,924-79.1% |