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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 | $84,211 | $65,395+28.8% | $182,540-53.9% | $72,975+15.4% |
| Participation rate | 41.7% | 65.4%-23.8pp | 78.0%-36.3pp | 69.5%-27.8pp |
| Annual return | 15.86% | 27.68%-11.8pp | 148.58%-132.7pp | 81.01%-65.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,308 | $3,563-35.2% | $5,525-58.2% | $3,608-36.0% |
| Admin fee / account holder | $15,687 | $4,245+269.6% | $8,593+82.6% | $5,124+206.2% |