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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 | $123,788 | $65,246+89.7% | $98,716+25.4% | $67,986+82.1% |
| Participation rate | 26.5% | 51.4%-25.0pp | 69.3%-42.8pp | 57.2%-30.7pp |
| Annual return | 12.35% | 20.58%-8.2pp | 31.81%-19.5pp | 31.67%-19.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,635 | $2,594-37.0% | $4,048-59.6% | $3,358-51.3% |
| Admin fee / account holder | $10,779 | $4,561+136.3% | $8,703+23.9% | $3,203+236.5% |