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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 | $126,811 | $89,259+42.1% | $107,187+18.3% | $82,637+53.5% |
| Participation rate | 44.0% | 67.9%-23.9pp | 75.0%-31.0pp | 68.1%-24.1pp |
| Annual return | 10.24% | 21.02%-10.8pp | 204.55%-194.3pp | 53.51%-43.3pp |
| Employer contribution / active EE | $592 | $3,080-80.8% | $3,782-84.4% | $2,552-76.8% |
| Participant deferral / active EE | $5,148 | $4,037+27.5% | $5,096+1.0% | $4,126+24.8% |
| Admin fee / account holder | $7,256 | $7,381-1.7% | $9,162-20.8% | $7,339-1.1% |