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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 | $132,504 | $83,485+58.7% | $125,180+5.9% | $72,983+81.6% |
| Participation rate | 48.0% | 73.3%-25.3pp | 79.8%-31.8pp | 69.5%-21.5pp |
| Annual return | 9.30% | 25.78%-16.5pp | 43.79%-34.5pp | 81.01%-71.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,886 | $3,586-19.5% | $4,937-41.6% | $3,608-20.0% |
| Admin fee / account holder | $7,087 | $5,518+28.4% | $9,703-27.0% | $5,124+38.3% |