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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 | $138,900 | $106,864+30.0% | $147,318-5.7% | $82,637+68.1% |
| Participation rate | 52.0% | 75.5%-23.5pp | 82.1%-30.1pp | 68.1%-16.1pp |
| Annual return | 13.45% | 27.49%-14.0pp | 70.43%-57.0pp | 53.51%-40.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,970 | $6,496-23.5% | $7,906-37.1% | $4,126+20.4% |
| Admin fee / account holder | $18,074 | $8,415+114.8% | $13,708+31.9% | $7,339+146.3% |