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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 | $114,773 | $77,962+47.2% | $178,540-35.7% | $80,935+41.8% |
| Participation rate | 24.1% | 65.7%-41.5pp | 77.1%-53.0pp | 67.7%-43.5pp |
| Annual return | 8.14% | 18.10%-10.0pp | 27.15%-19.0pp | 35.66%-27.5pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,841 | $4,404-58.2% | $6,281-70.7% | $4,299-57.2% |
| Admin fee / account holder | $48,692 | $7,156+580.5% | $10,424+367.1% | $6,924+603.2% |