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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 | $119,119 | $58,848+102.4% | $88,179+35.1% | $82,637+44.1% |
| Participation rate | 62.7% | 57.9%+4.8pp | 69.1%-6.4pp | 68.1%-5.3pp |
| Annual return | 13.18% | 22.76%-9.6pp | 64.97%-51.8pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,131 | $3,124+224.3% | $4,614+119.6% | $4,126+145.5% |
| Admin fee / account holder | $15,055 | $4,795+213.9% | $7,673+96.2% | $7,339+105.1% |