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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 | $109,782+11.0% | $260,467-53.2% | $94,015+29.6% |
| Participation rate | 48.1% | 67.2%-19.1pp | 80.5%-32.3pp | 70.8%-22.7pp |
| Annual return | 11.51% | 18.60%-7.1pp | 100.60%-89.1pp | 17.84%-6.3pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,240 | $4,044-44.6% | $6,319-64.5% | $4,249-47.3% |
| Admin fee / account holder | $2,538 | $11,958-78.8% | $15,461-83.6% | $8,951-71.6% |