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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 | $119,637 | $81,208+47.3% | $98,916+20.9% | $79,858+49.8% |
| Participation rate | 42.4% | 72.5%-30.1pp | 76.0%-33.6pp | 69.6%-27.2pp |
| Annual return | 8.97% | 60.99%-52.0pp | 196.45%-187.5pp | 31.72%-22.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,971 | $3,265-39.6% | $4,245-53.6% | $3,740-47.3% |
| Admin fee / account holder | $1,107 | $6,013-81.6% | $6,642-83.3% | $5,306-79.1% |