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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 | $96,172 | $101,795-5.5% | $165,100-41.7% | $80,959+18.8% |
| Participation rate | 66.0% | 71.8%-5.9pp | 78.6%-12.7pp | 67.7%-1.7pp |
| Annual return | 10.28% | 16.73%-6.5pp | 70.21%-59.9pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,822 | $4,476-36.9% | $6,035-53.2% | $4,300-34.4% |
| Admin fee / account holder | $6,878 | $8,221-16.3% | $12,696-45.8% | $6,925-0.7% |