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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 | $114,740 | $73,787+55.5% | $98,716+16.2% | $82,448+39.2% |
| Participation rate | 47.4% | 61.4%-14.0pp | 69.3%-21.9pp | 68.1%-20.6pp |
| Annual return | 11.79% | 18.57%-6.8pp | 31.81%-20.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,834 | $3,081+24.4% | $4,048-5.3% | $4,139-7.4% |
| Admin fee / account holder | $20,011 | $6,500+207.9% | $8,703+129.9% | $7,234+176.6% |