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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 | $97,838 | $71,872+36.1% | $86,691+12.9% | $68,495+42.8% |
| Participation rate | 46.4% | 72.2%-25.8pp | 76.6%-30.2pp | 67.9%-21.5pp |
| Annual return | -21.18% | 3.53%-24.7pp | 35.94%-57.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,317 | $3,779-12.2% | $4,656-28.8% | $4,028-17.6% |
| Admin fee / account holder | $627 | $6,112-89.7% | $7,492-91.6% | $5,403-88.4% |