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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 | $128,851 | $58,848+119.0% | $88,179+46.1% | $82,637+55.9% |
| Participation rate | 43.5% | 57.9%-14.4pp | 69.1%-25.7pp | 68.1%-24.6pp |
| Annual return | 13.52% | 22.76%-9.2pp | 64.97%-51.4pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,177 | $3,124+33.7% | $4,614-9.5% | $4,126+1.2% |
| Admin fee / account holder | $10,332 | $4,795+115.5% | $7,673+34.7% | $7,339+40.8% |