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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 | $112,046 | $48,364+131.7% | $71,796+56.1% | $62,881+78.2% |
| Participation rate | 50.0% | 60.6%-10.6pp | 69.1%-19.1pp | 69.3%-19.3pp |
| Annual return | 0.54% | 13.16%-12.6pp | 78.04%-77.5pp | 20.14%-19.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,109 | $2,091-47.0% | $2,794-60.3% | $3,203-65.4% |
| Admin fee / account holder | $13,057 | $3,771+246.2% | $4,815+171.2% | $4,296+203.9% |