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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 | $76,834+45.7% | $108,359+3.3% | $87,485+28.0% |
| Participation rate | 19.5% | 61.7%-42.2pp | 70.1%-50.6pp | 68.9%-49.4pp |
| Annual return | 8.00% | 19.09%-11.1pp | 36.89%-28.9pp | 26.06%-18.1pp |
| Employer contribution / active EE | $122 | $1,556-92.2% | $2,399-94.9% | $2,596-95.3% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,239 | $6,537+10.7% | $9,741-25.7% | $7,775-6.9% |