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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 | $116,793 | $108,825+7.3% | $156,181-25.2% | $82,448+41.7% |
| Participation rate | 56.6% | 72.4%-15.8pp | 78.8%-22.2pp | 68.1%-11.5pp |
| Annual return | 12.29% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,442 | $4,577-24.8% | $6,132-43.9% | $4,139-16.9% |
| Admin fee / account holder | $1,555 | $9,341-83.4% | $14,586-89.3% | $7,234-78.5% |