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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 | $107,915 | $54,541+97.9% | $78,778+37.0% | $70,126+53.9% |
| Participation rate | 63.9% | 60.8%+3.1pp | 69.2%-5.3pp | 69.5%-5.7pp |
| Annual return | 9.90% | 21.07%-11.2pp | 35.62%-25.7pp | 73.15%-63.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,078 | $2,210-6.0% | $2,958-29.8% | $3,332-37.6% |
| Admin fee / account holder | $33,470 | $3,709+802.5% | $5,134+551.9% | $4,645+620.5% |