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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 | $113,510 | $55,684+103.8% | $75,900+49.6% | $72,976+55.5% |
| Participation rate | 44.8% | 61.1%-16.3pp | 69.3%-24.5pp | 69.5%-24.7pp |
| Annual return | 13.58% | 27.60%-14.0pp | 30.73%-17.1pp | 81.02%-67.4pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,697 | $2,634-35.6% | $3,604-52.9% | $3,608-53.0% |
| Admin fee / account holder | $10,330 | $3,981+159.5% | $5,421+90.6% | $5,124+101.6% |