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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 | $133,668 | $106,524+25.5% | $152,301-12.2% | $87,485+52.8% |
| Participation rate | 57.6% | 75.8%-18.2pp | 82.4%-24.9pp | 68.9%-11.4pp |
| Annual return | 13.74% | 26.89%-13.1pp | 80.50%-66.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,866 | $6,525-40.7% | $8,004-51.7% | $4,274-9.5% |
| Admin fee / account holder | $2,093 | $8,287-74.7% | $14,398-85.5% | $7,775-73.1% |