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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 | $72,223 | $16,790+330.2% | $64,489+12.0% | $67,986+6.2% |
| Participation rate | 15.6% | 62.4%-46.8pp | 67.7%-52.1pp | 57.2%-41.6pp |
| Annual return | 12.88% | 30.55%-17.7pp | 55.03%-42.1pp | 31.67%-18.8pp |
| Employer contribution / active EE | $0 | $648-100.0% | $1,523-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,215 | $1,510-19.5% | $2,778-56.3% | $3,358-63.8% |
| Admin fee / account holder | $19,968 | $1,690+1081.7% | $4,260+368.7% | $3,203+523.4% |