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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 | $122,632 | $76,407+60.5% | $150,298-18.4% | $82,448+48.7% |
| Participation rate | 39.2% | 66.4%-27.2pp | 77.8%-38.6pp | 68.1%-28.9pp |
| Annual return | 11.69% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,792 | $3,214-13.1% | $5,453-48.8% | $4,139-32.5% |
| Admin fee / account holder | $7,055 | $6,352+11.1% | $14,116-50.0% | $7,234-2.5% |