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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 | $97,788 | $81,476+20.0% | $102,383-4.5% | $80,925+20.8% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 8.37% | 25.59%-17.2pp | 24.94%-16.6pp | 35.65%-27.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,378 | $3,871+13.1% | $5,060-13.5% | $4,299+1.8% |
| Admin fee / account holder | $2,790 | $6,717-58.5% | $8,391-66.8% | $6,940-59.8% |