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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 | $121,877 | $84,953+43.5% | $163,379-25.4% | $82,637+47.5% |
| Participation rate | 38.5% | 65.9%-27.5pp | 76.8%-38.4pp | 68.1%-29.6pp |
| Annual return | 12.99% | 23.07%-10.1pp | 63.41%-50.4pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,576 | $4,326+52.0% | $6,282+4.7% | $4,126+59.4% |
| Admin fee / account holder | $14,340 | $7,921+81.0% | $9,818+46.1% | $7,339+95.4% |