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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 | $114,399 | $104,098+9.9% | $140,514-18.6% | $94,015+21.7% |
| Participation rate | 59.6% | 73.7%-14.2pp | 77.8%-18.2pp | 70.8%-11.3pp |
| Annual return | -0.50% | 15.14%-15.6pp | 14.36%-14.9pp | 17.84%-18.3pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,865 | $4,033-53.8% | $4,919-62.1% | $4,249-56.1% |
| Admin fee / account holder | $3,092 | $10,439-70.4% | $13,697-77.4% | $8,951-65.5% |