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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 | $105,428 | $65,361+61.3% | $92,903+13.5% | $72,983+44.5% |
| Participation rate | 38.6% | 68.3%-29.7pp | 76.0%-37.4pp | 69.5%-30.9pp |
| Annual return | 0.74% | 42.11%-41.4pp | 109.43%-108.7pp | 81.01%-80.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,590 | $3,128-17.2% | $4,238-38.9% | $3,608-28.2% |
| Admin fee / account holder | $14,831 | $4,251+248.9% | $5,795+155.9% | $5,124+189.4% |