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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 | $120,426 | $81,487+47.8% | $102,412+17.6% | $80,935+48.8% |
| Participation rate | 45.0% | 66.8%-21.8pp | 74.5%-29.5pp | 67.7%-22.7pp |
| Annual return | 10.33% | 25.60%-15.3pp | 24.94%-14.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,108 | $3,871+57.8% | $5,060+20.7% | $4,299+42.1% |
| Admin fee / account holder | $2,605 | $6,717-61.2% | $8,388-68.9% | $6,924-62.4% |