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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 | $125,812 | $71,230+76.6% | $93,727+34.2% | $80,959+55.4% |
| Participation rate | 35.2% | 60.4%-25.2pp | 68.7%-33.5pp | 67.7%-32.5pp |
| Annual return | 8.22% | 11.26%-3.0pp | 133.83%-125.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,351 | $4,037-17.0% | $4,417-24.1% | $4,300-22.1% |
| Admin fee / account holder | $22,783 | $6,961+227.3% | $8,292+174.8% | $6,925+229.0% |