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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 | $119,660 | $108,825+10.0% | $156,181-23.4% | $82,448+45.1% |
| Participation rate | 63.0% | 72.4%-9.4pp | 78.8%-15.9pp | 68.1%-5.1pp |
| Annual return | 12.22% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,864 | $4,577+6.3% | $6,132-20.7% | $4,139+17.5% |
| Admin fee / account holder | $17,042 | $9,341+82.4% | $14,586+16.8% | $7,234+135.6% |