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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 | $120,457 | $57,065+111.1% | $75,670+59.2% | $70,131+71.8% |
| Participation rate | 45.5% | 68.1%-22.6pp | 72.3%-26.9pp | 69.5%-24.1pp |
| Annual return | 9.62% | 23.57%-13.9pp | 27.34%-17.7pp | 73.14%-63.5pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,157 | $2,580-55.1% | $3,142-63.2% | $3,332-65.3% |
| Admin fee / account holder | $4,781 | $3,825+25.0% | $5,800-17.6% | $4,645+2.9% |