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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 | $119,950 | $108,825+10.2% | $156,181-23.2% | $82,448+45.5% |
| Participation rate | 27.0% | 72.4%-45.4pp | 78.8%-51.8pp | 68.1%-41.1pp |
| Annual return | 9.53% | 20.59%-11.1pp | 64.87%-55.3pp | 41.64%-32.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,969 | $4,577-35.1% | $6,132-51.6% | $4,139-28.3% |
| Admin fee / account holder | $2,123 | $9,341-77.3% | $14,586-85.4% | $7,234-70.7% |