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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 | $81,519 | $83,369-2.2% | $105,223-22.5% | $67,986+19.9% |
| Participation rate | 48.8% | 56.3%-7.5pp | 75.0%-26.2pp | 57.2%-8.4pp |
| Annual return | 11.41% | 24.64%-13.2pp | 180.65%-169.2pp | 31.67%-20.3pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,882 | $3,295+17.8% | $5,072-23.4% | $3,358+15.6% |
| Admin fee / account holder | $3,195 | $4,073-21.5% | $8,859-63.9% | $3,203-0.2% |