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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 | $125,504 | $69,590+80.3% | $136,867-8.3% | $94,015+33.5% |
| Participation rate | 31.6% | 66.3%-34.7pp | 74.5%-43.0pp | 70.8%-39.2pp |
| Annual return | 5.33% | 19.62%-14.3pp | 42.97%-37.6pp | 17.84%-12.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,647 | $3,437-23.0% | $4,924-46.2% | $4,249-37.7% |
| Admin fee / account holder | $24,727 | $8,912+177.5% | $10,340+139.1% | $8,951+176.2% |