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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 | $113,004 | $102,245+10.5% | $89,340+26.5% | $137,256-17.7% |
| Participation rate | 41.2% | 74.9%-33.7pp | 69.6%-28.4pp | 80.0%-38.8pp |
| Annual return | 6.21% | 21.89%-15.7pp | 20.57%-14.4pp | 220.34%-214.1pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,503 | $4,436-66.1% | $3,823-60.7% | $6,407-76.5% |
| Admin fee / account holder | $180,158 | $8,085+2128.2% | $6,704+2587.4% | $12,270+1368.3% |