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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 | $112,827 | $71,230+58.4% | $93,727+20.4% | $80,959+39.4% |
| Participation rate | 30.9% | 60.4%-29.5pp | 68.7%-37.8pp | 67.7%-36.8pp |
| Annual return | 9.78% | 11.26%-1.5pp | 133.83%-124.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $81 | $1,565-94.8% | $2,421-96.6% | $2,757-97.1% |
| Participant deferral / active EE | $1,363 | $4,037-66.3% | $4,417-69.2% | $4,300-68.3% |
| Admin fee / account holder | $22,154 | $6,961+218.3% | $8,292+167.2% | $6,925+219.9% |