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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 | $117,215 | $73,787+58.9% | $98,716+18.7% | $82,448+42.2% |
| Participation rate | 42.4% | 61.4%-19.0pp | 69.3%-26.9pp | 68.1%-25.7pp |
| Annual return | 11.07% | 18.57%-7.5pp | 31.81%-20.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,769 | $3,081-10.1% | $4,048-31.6% | $4,139-33.1% |
| Admin fee / account holder | $11,367 | $6,500+74.9% | $8,703+30.6% | $7,234+57.1% |