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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 | $129,817 | $51,638+151.4% | $68,368+89.9% | $82,448+57.5% |
| Participation rate | 58.5% | 63.6%-5.1pp | 73.8%-15.2pp | 68.1%-9.5pp |
| Annual return | 12.40% | 37.53%-25.1pp | 292.57%-280.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,367 | $2,914+84.2% | $4,123+30.2% | $4,139+29.7% |
| Admin fee / account holder | $36,603 | $4,643+688.3% | $5,150+610.8% | $7,234+406.0% |