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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 | $122,516 | $50,082+144.6% | $93,419+31.1% | $79,852+53.4% |
| Participation rate | 41.0% | 60.9%-19.9pp | 66.8%-25.8pp | 69.6%-28.6pp |
| Annual return | 10.54% | 24.59%-14.1pp | 78.05%-67.5pp | 31.72%-21.2pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,453 | $2,212-34.3% | $3,126-53.5% | $3,740-61.1% |
| Admin fee / account holder | $5,109 | $3,454+47.9% | $5,230-2.3% | $5,306-3.7% |