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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 | $109,260 | $76,112+43.6% | $96,534+13.2% | $71,511+52.8% |
| Participation rate | 49.2% | 74.4%-25.2pp | 76.0%-26.8pp | 67.9%-18.8pp |
| Annual return | 11.27% | 22.81%-11.5pp | 25.88%-14.6pp | 28.86%-17.6pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,173 | $4,217-48.5% | $4,851-55.2% | $4,291-49.4% |
| Admin fee / account holder | $43,728 | $2,708+1514.5% | $8,253+429.8% | $1,588+2652.8% |