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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 | $145,937 | $75,720+92.7% | $90,312+61.6% | $86,983+67.8% |
| Participation rate | 42.9% | 66.3%-23.4pp | 72.9%-30.0pp | 69.5%-26.7pp |
| Annual return | 11.19% | 18.55%-7.4pp | 18.90%-7.7pp | 25.83%-14.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,960 | $3,001-1.3% | $3,749-21.0% | $4,194-29.4% |
| Admin fee / account holder | $3,778 | $6,201-39.1% | $8,248-54.2% | $7,856-51.9% |