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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 | $84,913 | $51,466+65.0% | $78,778+7.8% | $62,293+36.3% |
| Participation rate | 36.9% | 59.8%-22.9pp | 69.2%-32.3pp | 69.5%-32.6pp |
| Annual return | 12.44% | 19.96%-7.5pp | 35.62%-23.2pp | 28.90%-16.5pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,823 | $2,147-15.1% | $2,958-38.4% | $3,169-42.5% |
| Admin fee / account holder | $13,525 | $489+2663.9% | $5,134+163.4% | $479+2721.5% |