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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 | $121,108 | $76,551+58.2% | $123,894-2.2% | $62,881+92.6% |
| Participation rate | 44.2% | 73.0%-28.8pp | 81.4%-37.2pp | 69.3%-25.1pp |
| Annual return | 5.65% | 18.68%-13.0pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,303 | $4,840-52.4% | $5,984-61.5% | $3,203-28.1% |
| Admin fee / account holder | $20,768 | $4,826+330.4% | $8,357+148.5% | $4,296+383.5% |