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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 | $98,131 | $65,034+50.9% | $90,970+7.9% | $79,856+22.9% |
| Participation rate | 36.0% | 61.6%-25.6pp | 69.0%-33.0pp | 69.6%-33.6pp |
| Annual return | 5.44% | 30.45%-25.0pp | 134.60%-129.2pp | 31.71%-26.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,767 | $2,512+10.2% | $3,373-18.0% | $3,741-26.0% |
| Admin fee / account holder | $859 | $4,536-81.1% | $5,961-85.6% | $5,306-83.8% |