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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 | $124,711 | $77,638+60.6% | $156,551-20.3% | $62,881+98.3% |
| Participation rate | 58.5% | 71.2%-12.7pp | 84.0%-25.5pp | 69.3%-10.8pp |
| Annual return | 4.29% | 50.33%-46.0pp | 32.23%-27.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,457 | $3,046-19.3% | $4,871-49.6% | $3,203-23.3% |
| Admin fee / account holder | $3,119 | $5,561-43.9% | $13,028-76.1% | $4,296-27.4% |