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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 | $119,870 | $81,262+47.5% | $155,602-23.0% | $80,911+48.2% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 9.44% | 33.34%-23.9pp | 64.81%-55.4pp | 35.63%-26.2pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,826 | $3,451+68.8% | $5,629+3.5% | $4,297+35.6% |
| Admin fee / account holder | $24,193 | $7,992+202.7% | $15,923+51.9% | $6,935+248.9% |