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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 | $84,881 | $48,364+75.5% | $71,796+18.2% | $62,881+35.0% |
| Participation rate | 54.4% | 60.6%-6.2pp | 69.1%-14.7pp | 69.3%-14.9pp |
| Annual return | 4.30% | 13.16%-8.9pp | 78.04%-73.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $5 | $1,042-99.5% | $1,924-99.7% | $2,281-99.8% |
| Participant deferral / active EE | $1,757 | $2,091-16.0% | $2,794-37.1% | $3,203-45.1% |
| Admin fee / account holder | $7,760 | $3,771+105.8% | $4,815+61.2% | $4,296+80.6% |