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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 | $129,520 | $76,551+69.2% | $123,894+4.5% | $62,881+106.0% |
| Participation rate | 37.8% | 73.0%-35.1pp | 81.4%-43.6pp | 69.3%-31.5pp |
| Annual return | 1.35% | 18.68%-17.3pp | 47.52%-46.2pp | 20.14%-18.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,051 | $4,840+25.0% | $5,984+1.1% | $3,203+88.9% |
| Admin fee / account holder | $5,678 | $4,826+17.7% | $8,357-32.1% | $4,296+32.2% |