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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 | $122,751 | $78,428+56.5% | $95,960+27.9% | $79,852+53.7% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 6.48% | 19.37%-12.9pp | 91.63%-85.2pp | 31.72%-25.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,581 | $3,440+4.1% | $4,167-14.1% | $3,740-4.3% |
| Admin fee / account holder | $2,853 | $5,622-49.3% | $6,797-58.0% | $5,306-46.2% |