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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 | $102,563 | $72,269+41.9% | $101,271+1.3% | $79,852+28.4% |
| Participation rate | 40.0% | 68.5%-28.5pp | 75.8%-35.8pp | 69.6%-29.6pp |
| Annual return | 3.47% | 22.29%-18.8pp | 46.48%-43.0pp | 31.72%-28.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,997 | $3,282-39.1% | $4,371-54.3% | $3,740-46.6% |
| Admin fee / account holder | $25,427 | $4,401+477.8% | $5,948+327.5% | $5,306+379.2% |