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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 | $103,617 | $64,324+61.1% | $118,946-12.9% | $79,852+29.8% |
| Participation rate | 50.0% | 64.9%-14.9pp | 75.4%-25.4pp | 69.6%-19.6pp |
| Annual return | 4.39% | 86.45%-82.1pp | 35.89%-31.5pp | 31.72%-27.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,180 | $2,824+83.4% | $4,266+21.4% | $3,740+38.5% |
| Admin fee / account holder | $5,055 | $4,040+25.1% | $6,581-23.2% | $5,306-4.7% |