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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 | $129,109 | $81,504+58.4% | $102,437+26.0% | $80,959+59.5% |
| Participation rate | 53.8% | 66.9%-13.0pp | 74.5%-20.7pp | 67.7%-13.8pp |
| Annual return | 9.82% | 25.60%-15.8pp | 24.95%-15.1pp | 35.67%-25.8pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,885 | $3,871-25.5% | $5,060-43.0% | $4,300-32.9% |
| Admin fee / account holder | $5,125 | $6,719-23.7% | $8,388-38.9% | $6,925-26.0% |