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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 | $65,246+21.8% | $98,716-19.5% | $67,986+16.9% |
| Participation rate | 34.8% | 51.4%-16.6pp | 69.3%-34.5pp | 57.2%-22.4pp |
| Annual return | 12.07% | 20.58%-8.5pp | 31.81%-19.7pp | 31.67%-19.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,676 | $2,594+3.1% | $4,048-33.9% | $3,358-20.3% |
| Admin fee / account holder | $11,707 | $4,561+156.7% | $8,703+34.5% | $3,203+265.5% |