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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 | $75,858 | $60,349+25.7% | $74,184+2.3% | $62,881+20.6% |
| Participation rate | 60.0% | 72.7%-12.7pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | -1.10% | 21.38%-22.5pp | 17.74%-18.8pp | 20.14%-21.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,189 | $2,856-23.4% | $3,550-38.3% | $3,203-31.7% |
| Admin fee / account holder | $724 | $4,261-83.0% | $5,586-87.0% | $4,296-83.1% |