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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 | $105,028 | $23,330+350.2% | $64,489+62.9% | $82,448+27.4% |
| Participation rate | 50.0% | 68.3%-18.3pp | 67.7%-17.7pp | 68.1%-18.1pp |
| Annual return | 13.87% | 83.66%-69.8pp | 55.03%-41.2pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,862 | $1,707+67.6% | $2,778+3.0% | $4,139-30.9% |
| Admin fee / account holder | $7,175 | $2,946+143.6% | $4,260+68.4% | $7,234-0.8% |