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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 | $100,439 | $58,523+71.6% | $99,479+1.0% | $72,976+37.6% |
| Participation rate | 58.1% | 64.6%-6.5pp | 73.8%-15.7pp | 69.5%-11.3pp |
| Annual return | 13.55% | 28.51%-15.0pp | 30.72%-17.2pp | 81.02%-67.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,703 | $2,606+3.7% | $3,619-25.3% | $3,608-25.1% |
| Admin fee / account holder | $4,502 | $4,102+9.8% | $6,253-28.0% | $5,124-12.1% |