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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 | $126,377 | $89,370+41.4% | $141,197-10.5% | $72,976+73.2% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 16.31% | 111.88%-95.6pp | 71.41%-55.1pp | 81.02%-64.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,331 | $5,419-57.0% | $6,710-65.3% | $3,608-35.4% |
| Admin fee / account holder | $5,749 | $5,957-3.5% | $10,265-44.0% | $5,124+12.2% |