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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 | $121,248 | $57,590+110.5% | $86,233+40.6% | $82,448+47.1% |
| Participation rate | 27.9% | 57.9%-30.0pp | 69.0%-41.1pp | 68.1%-40.2pp |
| Annual return | 10.73% | 22.41%-11.7pp | 61.39%-50.7pp | 41.64%-30.9pp |
| Employer contribution / active EE | $10 | $1,655-99.4% | $2,504-99.6% | $2,551-99.6% |
| Participant deferral / active EE | $2,163 | $3,080-29.8% | $4,559-52.6% | $4,139-47.7% |
| Admin fee / account holder | $17,695 | $4,730+274.1% | $8,342+112.1% | $7,234+144.6% |