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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 | $125,777 | $65,364+92.4% | $92,909+35.4% | $72,975+72.4% |
| Participation rate | 47.2% | 68.3%-21.1pp | 76.0%-28.8pp | 69.5%-22.3pp |
| Annual return | 15.02% | 42.11%-27.1pp | 109.44%-94.4pp | 81.01%-66.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,817 | $3,128-9.9% | $4,238-33.5% | $3,608-21.9% |
| Admin fee / account holder | $27,820 | $4,251+554.4% | $5,795+380.1% | $5,124+442.9% |