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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 | $105,410 | $47,944+119.9% | $67,834+55.4% | $62,881+67.6% |
| Participation rate | 24.0% | 61.1%-37.1pp | 68.8%-44.8pp | 69.3%-45.3pp |
| Annual return | 2.69% | 11.77%-9.1pp | 138.47%-135.8pp | 20.14%-17.5pp |
| Employer contribution / active EE | $128 | $1,562-91.8% | $2,403-94.7% | $2,281-94.4% |
| Participant deferral / active EE | $1,217 | $2,247-45.8% | $3,160-61.5% | $3,203-62.0% |
| Admin fee / account holder | $1,763 | $3,712-52.5% | $4,622-61.8% | $4,296-58.9% |