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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 | $114,271 | $65,364+74.8% | $92,909+23.0% | $72,975+56.6% |
| Participation rate | 48.6% | 68.3%-19.7pp | 76.0%-27.4pp | 69.5%-20.9pp |
| Annual return | 3.21% | 42.11%-38.9pp | 109.44%-106.2pp | 81.01%-77.8pp |
| Employer contribution / active EE | $528 | $2,594-79.6% | $3,653-85.5% | $2,440-78.4% |
| Participant deferral / active EE | $3,202 | $3,128+2.4% | $4,238-24.4% | $3,608-11.2% |
| Admin fee / account holder | $16,870 | $4,251+296.8% | $5,795+191.1% | $5,124+229.2% |