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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 | $135,498 | $77,472+74.9% | $100,415+34.9% | $80,959+67.4% |
| Participation rate | 67.0% | 76.9%-9.9pp | 81.5%-14.5pp | 67.7%-0.7pp |
| Annual return | 10.22% | 37.26%-27.0pp | 49.47%-39.3pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,110 | $6,818-25.1% | $8,091-36.9% | $4,300+18.8% |
| Admin fee / account holder | $4,566 | $5,885-22.4% | $7,906-42.2% | $6,925-34.1% |