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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 | $129,086 | $126,661+1.9% | $113,397+13.8% | $138,895-7.1% |
| Participation rate | 28.6% | 79.4%-50.9pp | 76.5%-47.9pp | 79.9%-51.3pp |
| Annual return | 6.02% | 25.05%-19.0pp | 23.20%-17.2pp | 145.39%-139.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,378 | $5,693-58.2% | $5,076-53.2% | $6,396-62.8% |
| Admin fee / account holder | $160,505 | $14,549+1003.2% | $11,957+1242.4% | $12,562+1177.7% |