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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 | $127,041 | $54,541+132.9% | $78,778+61.3% | $70,126+81.2% |
| Participation rate | 64.9% | 60.8%+4.1pp | 69.2%-4.3pp | 69.5%-4.6pp |
| Annual return | 10.84% | 21.07%-10.2pp | 35.62%-24.8pp | 73.15%-62.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,023 | $2,210+36.8% | $2,958+2.2% | $3,332-9.3% |
| Admin fee / account holder | $16,630 | $3,709+348.4% | $5,134+223.9% | $4,645+258.0% |