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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 | $100,005 | $70,435+42.0% | $96,575+3.6% | $85,856+16.5% |
| Participation rate | 49.1% | 61.8%-12.8pp | 69.8%-20.8pp | 69.3%-20.3pp |
| Annual return | 8.28% | 18.59%-10.3pp | 37.79%-29.5pp | 318.58%-310.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,528 | $2,894-12.6% | $3,849-34.3% | $3,952-36.0% |
| Admin fee / account holder | $1,582 | $4,997-68.4% | $6,182-74.4% | $6,261-74.7% |