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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 | $102,158 | $72,486+40.9% | $87,103+17.3% | $72,976+40.0% |
| Participation rate | 69.2% | 72.8%-3.6pp | 76.9%-7.6pp | 69.5%-0.3pp |
| Annual return | 12.77% | 24.46%-11.7pp | 28.19%-15.4pp | 81.02%-68.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,581 | $3,270-51.7% | $4,049-61.0% | $3,608-56.2% |
| Admin fee / account holder | $15,999 | $5,055+216.5% | $7,491+113.6% | $5,124+212.2% |