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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 | $128,405 | $69,515+84.7% | $86,868+47.8% | $85,856+49.6% |
| Participation rate | 52.5% | 66.3%-13.9pp | 71.6%-19.2pp | 69.3%-16.9pp |
| Annual return | 10.43% | 20.12%-9.7pp | 63.53%-53.1pp | 318.58%-308.2pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,027 | $2,919+38.0% | $3,699+8.9% | $3,952+1.9% |
| Admin fee / account holder | $20,390 | $5,972+241.4% | $5,829+249.8% | $6,261+225.7% |