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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 | $120,076 | $76,551+56.9% | $123,894-3.1% | $62,881+91.0% |
| Participation rate | 44.0% | 73.0%-29.0pp | 81.4%-37.4pp | 69.3%-25.3pp |
| Annual return | 4.49% | 18.68%-14.2pp | 47.52%-43.0pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,032 | $4,840-16.7% | $5,984-32.6% | $3,203+25.9% |
| Admin fee / account holder | $39,722 | $4,826+723.1% | $8,357+375.3% | $4,296+824.7% |