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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 | $140,965 | $84,236+67.3% | $170,435-17.3% | $70,126+101.0% |
| Participation rate | 55.8% | 70.8%-15.1pp | 83.6%-27.8pp | 69.5%-13.8pp |
| Annual return | 9.82% | 23.06%-13.2pp | 205.94%-196.1pp | 73.15%-63.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,719 | $3,086-11.9% | $4,939-44.9% | $3,332-18.4% |
| Admin fee / account holder | $3,190 | $5,698-44.0% | $13,881-77.0% | $4,645-31.3% |