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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 | $119,740 | $80,705+48.4% | $115,768+3.4% | $67,986+76.1% |
| Participation rate | 52.6% | 63.0%-10.4pp | 74.4%-21.8pp | 57.2%-4.6pp |
| Annual return | 11.75% | 18.49%-6.7pp | 100.46%-88.7pp | 31.67%-19.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,017 | $3,559-15.2% | $4,917-38.6% | $3,358-10.1% |
| Admin fee / account holder | $21,555 | $4,135+421.2% | $12,439+73.3% | $3,203+572.9% |