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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 | $132,585 | $115,225+15.1% | $100,712+31.6% | $138,895-4.5% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.3%-6.8pp | 79.9%-17.4pp |
| Annual return | 8.15% | 40.35%-32.2pp | 33.27%-25.1pp | 145.39%-137.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,852 | $4,699-18.0% | $4,085-5.7% | $6,396-39.8% |
| Admin fee / account holder | $49,788 | $10,844+359.1% | $9,256+437.9% | $12,562+296.3% |