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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 | $139,837 | $56,894+145.8% | $84,753+65.0% | $62,881+122.4% |
| Participation rate | 25.9% | 68.5%-42.6pp | 76.6%-50.7pp | 69.3%-43.4pp |
| Annual return | 4.27% | 6.30%-2.0pp | 22.78%-18.5pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,053 | $2,709+12.7% | $3,712-17.8% | $3,203-4.7% |
| Admin fee / account holder | $22,963 | $3,581+541.2% | $5,333+330.6% | $4,296+434.5% |