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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 | $122,843 | $76,407+60.8% | $150,298-18.3% | $82,448+49.0% |
| Participation rate | 56.7% | 66.4%-9.7pp | 77.8%-21.1pp | 68.1%-11.4pp |
| Annual return | 10.54% | 39.99%-29.5pp | 62.79%-52.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,965 | $3,214+54.5% | $5,453-8.9% | $4,139+20.0% |
| Admin fee / account holder | $19,286 | $6,352+203.6% | $14,116+36.6% | $7,234+166.6% |