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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 | $107,590 | $58,627+83.5% | $76,735+40.2% | $82,448+30.5% |
| Participation rate | 54.4% | 63.2%-8.8pp | 69.5%-15.1pp | 68.1%-13.7pp |
| Annual return | 12.27% | 39.10%-26.8pp | 29.77%-17.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,885 | $3,134-7.9% | $4,088-29.4% | $4,139-30.3% |
| Admin fee / account holder | $14,494 | $5,323+172.3% | $7,189+101.6% | $7,234+100.3% |