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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 | $112,586 | $65,361+72.3% | $92,903+21.2% | $72,983+54.3% |
| Participation rate | 67.9% | 68.3%-0.5pp | 76.0%-8.1pp | 69.5%-1.6pp |
| Annual return | 5.62% | 42.11%-36.5pp | 109.43%-103.8pp | 81.01%-75.4pp |
| Employer contribution / active EE | $93 | $2,594-96.4% | $3,653-97.5% | $2,440-96.2% |
| Participant deferral / active EE | $2,269 | $3,128-27.5% | $4,238-46.4% | $3,608-37.1% |
| Admin fee / account holder | $58,610 | $4,251+1278.7% | $5,795+911.4% | $5,124+1043.8% |