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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 | $126,633 | $81,476+55.4% | $102,383+23.7% | $80,925+56.5% |
| Participation rate | 61.8% | 66.8%-5.1pp | 74.5%-12.7pp | 67.7%-5.9pp |
| Annual return | 9.21% | 25.59%-16.4pp | 24.94%-15.7pp | 35.65%-26.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,589 | $3,871+44.4% | $5,060+10.5% | $4,299+30.0% |
| Admin fee / account holder | $1,101 | $6,717-83.6% | $8,391-86.9% | $6,940-84.1% |