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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 | $123,003 | $51,606+138.3% | $129,339-4.9% | $80,911+52.0% |
| Participation rate | 38.9% | 57.0%-18.1pp | 69.6%-30.7pp | 67.6%-28.8pp |
| Annual return | 10.56% | 20.76%-10.2pp | 9437.05%-9426.5pp | 35.63%-25.1pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,725 | $2,669+2.1% | $4,170-34.6% | $4,297-36.6% |
| Admin fee / account holder | $9,682 | $4,310+124.7% | $7,668+26.3% | $6,935+39.6% |