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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 | $79,500 | $64,010+24.2% | $108,359-26.6% | $64,340+23.6% |
| Participation rate | 34.8% | 49.4%-14.5pp | 70.1%-35.3pp | 55.2%-20.4pp |
| Annual return | 12.07% | 19.74%-7.7pp | 36.89%-24.8pp | 24.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,676 | $2,395+11.7% | $4,137-35.3% | $2,980-10.2% |
| Admin fee / account holder | $11,707 | $4,885+139.7% | $9,741+20.2% | $3,703+216.2% |