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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 | $98,987 | $43,075+129.8% | $74,577+32.7% | $62,881+57.4% |
| Participation rate | 68.6% | 58.1%+10.5pp | 68.1%+0.5pp | 69.3%-0.7pp |
| Annual return | -2.37% | 17.50%-19.9pp | 20.47%-22.8pp | 20.14%-22.5pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,105 | $2,389+29.9% | $3,458-10.2% | $3,203-3.1% |
| Admin fee / account holder | $3,725 | $2,840+31.2% | $4,138-10.0% | $4,296-13.3% |