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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 | $64,010+23.6% | $108,359-27.0% | $64,340+23.0% |
| Participation rate | 30.2% | 49.4%-19.2pp | 70.1%-39.9pp | 55.2%-25.0pp |
| Annual return | 9.42% | 19.74%-10.3pp | 36.89%-27.5pp | 24.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,654 | $2,395+10.8% | $4,137-35.9% | $2,980-11.0% |
| Admin fee / account holder | $11,565 | $4,885+136.8% | $9,741+18.7% | $3,703+212.4% |