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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 | $130,327 | $101,795+28.0% | $165,100-21.1% | $80,959+61.0% |
| Participation rate | 31.8% | 71.8%-40.0pp | 78.6%-46.8pp | 67.7%-35.8pp |
| Annual return | 9.00% | 16.73%-7.7pp | 70.21%-61.2pp | 35.67%-26.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,545 | $4,476-43.1% | $6,035-57.8% | $4,300-40.8% |
| Admin fee / account holder | $4,286 | $8,221-47.9% | $12,696-66.2% | $6,925-38.1% |