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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 | $115,107 | $58,828+95.7% | $78,002+47.6% | $62,881+83.1% |
| Participation rate | 48.0% | 71.1%-23.1pp | 75.5%-27.5pp | 69.3%-21.3pp |
| Annual return | 4.67% | 17.16%-12.5pp | 425.99%-421.3pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,046 | $2,686+13.4% | $3,497-12.9% | $3,203-4.9% |
| Admin fee / account holder | $715 | $4,393-83.7% | $5,481-87.0% | $4,296-83.4% |