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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 | $123,096 | $23,330+427.6% | $64,489+90.9% | $82,448+49.3% |
| Participation rate | 27.3% | 68.3%-41.0pp | 67.7%-40.4pp | 68.1%-40.8pp |
| Annual return | 12.20% | 83.66%-71.5pp | 55.03%-42.8pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $867 | $1,707-49.2% | $2,778-68.8% | $4,139-79.1% |
| Admin fee / account holder | $4,609 | $2,946+56.5% | $4,260+8.2% | $7,234-36.3% |