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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 | $79,138 | $64,501+22.7% | $108,753-27.2% | $65,306+21.2% |
| Participation rate | 30.2% | 50.8%-20.6pp | 71.1%-40.9pp | 57.7%-27.5pp |
| Annual return | 9.42% | 21.09%-11.7pp | 37.47%-28.0pp | 21.94%-12.5pp |
| Employer contribution / active EE | $0 | $1,069-100.0% | $2,427-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,654 | $2,401+10.5% | $4,115-35.5% | $2,959-10.3% |
| Admin fee / account holder | $11,565 | $4,971+132.6% | $10,320+12.1% | $3,480+232.3% |