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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 | $140,977 | $76,112+85.2% | $96,534+46.0% | $71,511+97.1% |
| Participation rate | 21.9% | 74.4%-52.5pp | 76.0%-54.1pp | 67.9%-46.0pp |
| Annual return | 11.07% | 22.81%-11.7pp | 25.88%-14.8pp | 28.86%-17.8pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,609 | $4,217-38.1% | $4,851-46.2% | $4,291-39.2% |
| Admin fee / account holder | $13,686 | $2,708+405.3% | $8,253+65.8% | $1,588+761.6% |