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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 | $119,864 | $88,707+35.1% | $74,184+61.6% | $273,972-56.2% |
| Participation rate | 35.3% | 79.4%-44.2pp | 76.6%-41.3pp | 83.0%-47.7pp |
| Annual return | 0.66% | 11.94%-11.3pp | 17.74%-17.1pp | 41.46%-40.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,341 | $4,212+3.1% | $3,550+22.3% | $5,287-17.9% |
| Admin fee / account holder | $17,969 | $8,717+106.1% | $5,586+221.7% | $10,133+77.3% |