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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 | $130,234 | $89,259+45.9% | $107,187+21.5% | $82,637+57.6% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 11.95% | 21.02%-9.1pp | 204.55%-192.6pp | 53.51%-41.6pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,897 | $4,037+46.1% | $5,096+15.7% | $4,126+42.9% |
| Admin fee / account holder | $16,953 | $7,381+129.7% | $9,162+85.0% | $7,339+131.0% |