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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 | $103,820 | $58,848+76.4% | $88,179+17.7% | $82,637+25.6% |
| Participation rate | 33.8% | 57.9%-24.1pp | 69.1%-35.3pp | 68.1%-34.2pp |
| Annual return | 13.55% | 22.76%-9.2pp | 64.97%-51.4pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,479 | $3,124-52.7% | $4,614-68.0% | $4,126-64.2% |
| Admin fee / account holder | $15,363 | $4,795+220.4% | $7,673+100.2% | $7,339+109.3% |