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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 | $86,697 | $57,061+51.9% | $85,063+1.9% | $80,911+7.2% |
| Participation rate | 24.4% | 56.3%-32.0pp | 67.5%-43.1pp | 67.6%-43.3pp |
| Annual return | 10.40% | 21.66%-11.3pp | 66.54%-56.1pp | 35.63%-25.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,826 | $3,110-9.1% | $4,523-37.5% | $4,297-34.2% |
| Admin fee / account holder | $21,698 | $4,986+335.2% | $6,155+252.5% | $6,935+212.9% |