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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 | $130,999 | $91,179+43.7% | $178,499-26.6% | $79,852+64.1% |
| Participation rate | 17.5% | 69.2%-51.7pp | 81.9%-64.4pp | 69.6%-52.1pp |
| Annual return | 8.38% | 24.19%-15.8pp | 151.10%-142.7pp | 31.72%-23.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,348 | $3,236-58.3% | $5,202-74.1% | $3,740-64.0% |
| Admin fee / account holder | $5,190 | $6,749-23.1% | $13,986-62.9% | $5,306-2.2% |