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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 | $113,994 | $52,580+116.8% | $71,671+59.1% | $70,126+62.6% |
| Participation rate | 34.5% | 60.9%-26.4pp | 68.7%-34.3pp | 69.5%-35.1pp |
| Annual return | 4.07% | 20.25%-16.2pp | 20.65%-16.6pp | 73.15%-69.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,934 | $2,386+64.9% | $3,438+14.4% | $3,332+18.1% |
| Admin fee / account holder | $17,613 | $3,653+382.2% | $5,558+216.9% | $4,645+279.1% |