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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 | $84,980 | $60,349+40.8% | $74,184+14.6% | $62,881+35.1% |
| Participation rate | 65.6% | 72.7%-7.1pp | 76.6%-11.0pp | 69.3%-3.7pp |
| Annual return | -1.97% | 21.38%-23.3pp | 17.74%-19.7pp | 20.14%-22.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,922 | $2,856+72.3% | $3,550+38.7% | $3,203+53.7% |
| Admin fee / account holder | $9,153 | $4,261+114.8% | $5,586+63.9% | $4,296+113.1% |