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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 | $95,273 | $71,197+33.8% | $93,669+1.7% | $80,925+17.7% |
| Participation rate | 64.4% | 60.4%+4.0pp | 68.7%-4.3pp | 67.7%-3.3pp |
| Annual return | 8.95% | 11.27%-2.3pp | 133.59%-124.6pp | 35.65%-26.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,833 | $4,036-5.0% | $4,416-13.2% | $4,299-10.8% |
| Admin fee / account holder | $4,864 | $6,959-30.1% | $8,291-41.3% | $6,940-29.9% |