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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 | $81,331+47.4% | $155,534-22.9% | $80,935+48.1% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 9.44% | 33.37%-23.9pp | 64.92%-55.5pp | 35.66%-26.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,826 | $3,454+68.7% | $5,630+3.5% | $4,299+35.5% |
| Admin fee / account holder | $24,193 | $7,999+202.5% | $15,900+52.2% | $6,924+249.4% |