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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 | $103,164+9.5% | $90,259+25.2% | $154,746-27.0% |
| Participation rate | 41.2% | 76.1%-34.9pp | 70.7%-29.6pp | 80.7%-39.5pp |
| Annual return | 6.21% | 19.25%-13.0pp | 18.88%-12.7pp | 172.34%-166.1pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,503 | $4,422-66.0% | $3,827-60.7% | $6,730-77.7% |
| Admin fee / account holder | $180,158 | $8,593+1996.5% | $7,267+2379.1% | $14,365+1154.1% |