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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 | $132,284 | $106,524+24.2% | $152,301-13.1% | $87,485+51.2% |
| Participation rate | 58.6% | 75.8%-17.1pp | 82.4%-23.8pp | 68.9%-10.3pp |
| Annual return | 12.76% | 26.89%-14.1pp | 80.50%-67.7pp | 26.06%-13.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,878 | $6,525+5.4% | $8,004-14.1% | $4,274+61.0% |
| Admin fee / account holder | $3,262 | $8,287-60.6% | $14,398-77.3% | $7,775-58.0% |