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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 | $124,401 | $73,787+68.6% | $98,716+26.0% | $82,448+50.9% |
| Participation rate | 29.5% | 61.4%-31.9pp | 69.3%-39.8pp | 68.1%-38.6pp |
| Annual return | 11.72% | 18.57%-6.8pp | 31.81%-20.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,452 | $3,081-20.4% | $4,048-39.4% | $4,139-40.8% |
| Admin fee / account holder | $2,544 | $6,500-60.9% | $8,703-70.8% | $7,234-64.8% |