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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 | $102,436 | $86,294+18.7% | $111,303-8.0% | $85,856+19.3% |
| Participation rate | 42.1% | 73.3%-31.2pp | 77.3%-35.2pp | 69.3%-27.2pp |
| Annual return | 8.87% | 19.99%-11.1pp | 54.66%-45.8pp | 318.58%-309.7pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,478 | $3,641-31.9% | $4,487-44.8% | $3,952-37.3% |
| Admin fee / account holder | $18,185 | $8,189+122.1% | $7,966+128.3% | $6,261+190.5% |