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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 | $117,658 | $108,825+8.1% | $156,181-24.7% | $82,448+42.7% |
| Participation rate | 42.4% | 72.4%-29.9pp | 78.8%-36.4pp | 68.1%-25.6pp |
| Annual return | 11.61% | 20.59%-9.0pp | 64.87%-53.3pp | 41.64%-30.0pp |
| Employer contribution / active EE | $179 | $2,870-93.7% | $4,294-95.8% | $2,551-93.0% |
| Participant deferral / active EE | $3,930 | $4,577-14.1% | $6,132-35.9% | $4,139-5.1% |
| Admin fee / account holder | $83,386 | $9,341+792.7% | $14,586+471.7% | $7,234+1052.6% |