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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 | $114,504 | $95,404+20.0% | $113,397+1.0% | $82,637+38.6% |
| Participation rate | 46.2% | 72.8%-26.7pp | 76.5%-30.3pp | 68.1%-21.9pp |
| Annual return | 9.37% | 19.08%-9.7pp | 23.20%-13.8pp | 53.51%-44.1pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,989 | $4,220-52.9% | $5,076-60.8% | $4,126-51.8% |
| Admin fee / account holder | $23,619 | $9,168+157.6% | $11,957+97.5% | $7,339+221.8% |