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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 | $123,658 | $78,428+57.7% | $95,960+28.9% | $79,852+54.9% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 9.31% | 19.37%-10.1pp | 91.63%-82.3pp | 31.72%-22.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,390 | $3,440-30.5% | $4,167-42.6% | $3,740-36.1% |
| Admin fee / account holder | $15,763 | $5,622+180.4% | $6,797+131.9% | $5,306+197.1% |