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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 | $119,112 | $88,672+34.3% | $105,223+13.2% | $82,448+44.5% |
| Participation rate | 54.3% | 67.9%-13.6pp | 75.0%-20.8pp | 68.1%-13.8pp |
| Annual return | 8.10% | 30.86%-22.8pp | 180.65%-172.5pp | 41.64%-33.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,805 | $4,036-30.5% | $5,072-44.7% | $4,139-32.2% |
| Admin fee / account holder | $4,355 | $7,146-39.1% | $8,859-50.8% | $7,234-39.8% |