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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 | $121,080 | $81,208+49.1% | $98,920+22.4% | $79,852+51.6% |
| Participation rate | 60.4% | 72.5%-12.1pp | 76.0%-15.7pp | 69.6%-9.3pp |
| Annual return | 5.83% | 60.99%-55.2pp | 196.47%-190.6pp | 31.72%-25.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,139 | $3,265-3.9% | $4,245-26.1% | $3,740-16.1% |
| Admin fee / account holder | $20,097 | $6,013+234.2% | $6,643+202.5% | $5,306+278.7% |