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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 | $111,978 | $73,787+51.8% | $98,716+13.4% | $82,448+35.8% |
| Participation rate | 19.5% | 61.4%-41.9pp | 69.3%-49.8pp | 68.1%-48.6pp |
| Annual return | 8.00% | 18.57%-10.6pp | 31.81%-23.8pp | 41.64%-33.6pp |
| Employer contribution / active EE | $122 | $1,511-91.9% | $2,279-94.6% | $2,551-95.2% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,239 | $6,500+11.4% | $8,703-16.8% | $7,234+0.1% |