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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 | $121,804 | $90,400+34.7% | $186,193-34.6% | $87,485+39.2% |
| Participation rate | 48.1% | 66.2%-18.0pp | 77.1%-29.0pp | 68.9%-20.8pp |
| Annual return | 11.51% | 22.15%-10.6pp | 78.03%-66.5pp | 26.06%-14.6pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,240 | $4,330-48.3% | $6,513-65.6% | $4,274-47.6% |
| Admin fee / account holder | $2,538 | $8,673-70.7% | $11,058-77.0% | $7,775-67.4% |