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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 | $118,428 | $65,361+81.2% | $92,903+27.5% | $72,983+62.3% |
| Participation rate | 42.9% | 68.3%-25.5pp | 76.0%-33.1pp | 69.5%-26.6pp |
| Annual return | 13.83% | 42.11%-28.3pp | 109.43%-95.6pp | 81.01%-67.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,721 | $3,128+50.9% | $4,238+11.4% | $3,608+30.9% |
| Admin fee / account holder | $348 | $4,251-91.8% | $5,795-94.0% | $5,124-93.2% |