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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 | $101,712 | $73,787+37.8% | $98,716+3.0% | $82,448+23.4% |
| Participation rate | 60.5% | 61.4%-0.9pp | 69.3%-8.8pp | 68.1%-7.5pp |
| Annual return | 10.27% | 18.57%-8.3pp | 31.81%-21.5pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,199 | $3,081-28.6% | $4,048-45.7% | $4,139-46.9% |
| Admin fee / account holder | $5,527 | $6,500-15.0% | $8,703-36.5% | $7,234-23.6% |