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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 | $121,007 | $76,551+58.1% | $123,894-2.3% | $62,881+92.4% |
| Participation rate | 40.6% | 73.0%-32.4pp | 81.4%-40.8pp | 69.3%-28.7pp |
| Annual return | -0.46% | 18.68%-19.1pp | 47.52%-48.0pp | 20.14%-20.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,041 | $4,840+4.2% | $5,984-15.8% | $3,203+57.4% |
| Admin fee / account holder | $35,621 | $4,826+638.1% | $8,357+326.2% | $4,296+729.2% |