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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 | $123,825 | $56,063+120.9% | $76,051+62.8% | $80,911+53.0% |
| Participation rate | 57.9% | 62.0%-4.1pp | 69.1%-11.2pp | 67.6%-9.8pp |
| Annual return | 8.78% | 20.54%-11.8pp | 360.42%-351.6pp | 35.63%-26.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,851 | $3,052+26.2% | $4,257-9.5% | $4,297-10.4% |
| Admin fee / account holder | $46,333 | $5,240+784.2% | $6,416+622.1% | $6,935+568.1% |