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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 | $115,192 | $140,800-18.2% | $89,340+28.9% | $79,634+44.7% |
| Participation rate | 13.8% | 61.9%-48.1pp | 69.6%-55.7pp | 62.5%-48.7pp |
| Annual return | 12.34% | 17.84%-5.5pp | 20.57%-8.2pp | 36.46%-24.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,231-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,141 | $3,219-64.5% | $3,823-70.1% | $3,835-70.2% |
| Admin fee / account holder | $36,228 | $1,610+2149.8% | $6,704+440.4% | $1,002+3515.9% |