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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 | $135,085 | $58,627+130.4% | $76,735+76.0% | $82,448+63.8% |
| Participation rate | 37.9% | 63.2%-25.3pp | 69.5%-31.6pp | 68.1%-30.1pp |
| Annual return | 11.16% | 39.10%-27.9pp | 29.77%-18.6pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,381 | $3,134-55.9% | $4,088-66.2% | $4,139-66.6% |
| Admin fee / account holder | $6,079 | $5,323+14.2% | $7,189-15.4% | $7,234-16.0% |