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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 | $84,959 | $67,602+25.7% | $82,312+3.2% | $70,126+21.2% |
| Participation rate | 37.5% | 72.8%-35.3pp | 76.9%-39.4pp | 69.5%-32.0pp |
| Annual return | 9.26% | 21.57%-12.3pp | 25.88%-16.6pp | 73.15%-63.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,471 | $2,987+16.2% | $3,706-6.3% | $3,332+4.2% |
| Admin fee / account holder | $2,249 | $4,512-50.1% | $5,608-59.9% | $4,645-51.6% |