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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 | $124,165 | $67,602+83.7% | $82,312+50.8% | $70,126+77.1% |
| Participation rate | 27.3% | 72.8%-45.5pp | 76.9%-49.6pp | 69.5%-42.3pp |
| Annual return | 6.71% | 21.57%-14.9pp | 25.88%-19.2pp | 73.15%-66.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,063 | $2,987-30.9% | $3,706-44.3% | $3,332-38.1% |
| Admin fee / account holder | $16,147 | $4,512+257.9% | $5,608+187.9% | $4,645+247.6% |