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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 | $129,183 | $81,504+58.5% | $102,437+26.1% | $80,959+59.6% |
| Participation rate | 45.8% | 66.9%-21.1pp | 74.5%-28.7pp | 67.7%-21.9pp |
| Annual return | 10.16% | 25.60%-15.4pp | 24.95%-14.8pp | 35.67%-25.5pp |
| Employer contribution / active EE | $731 | $3,104-76.5% | $3,871-81.1% | $2,757-73.5% |
| Participant deferral / active EE | $2,121 | $3,871-45.2% | $5,060-58.1% | $4,300-50.7% |
| Admin fee / account holder | $4,436 | $6,719-34.0% | $8,388-47.1% | $6,925-35.9% |