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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 | $109,993 | $53,774+104.5% | $134,162-18.0% | $79,856+37.7% |
| Participation rate | 25.7% | 58.8%-33.1pp | 72.2%-46.5pp | 69.6%-43.9pp |
| Annual return | 2.05% | 19.01%-17.0pp | 36.35%-34.3pp | 31.71%-29.7pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,424 | $2,420+0.2% | $3,500-30.7% | $3,741-35.2% |
| Admin fee / account holder | $7,513 | $3,985+88.5% | $6,685+12.4% | $5,306+41.6% |