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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 | $112,902 | $80,992+39.4% | $96,534+17.0% | $75,173+50.2% |
| Participation rate | 48.6% | 71.8%-23.1pp | 76.0%-27.3pp | 67.2%-18.6pp |
| Annual return | 12.30% | 27.05%-14.7pp | 25.88%-13.6pp | 160.72%-148.4pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,366 | $3,929+11.1% | $4,851-10.0% | $4,126+5.8% |
| Admin fee / account holder | $22,080 | $6,717+228.7% | $8,253+167.5% | $5,651+290.8% |