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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 | $106,749+23.9% | $145,433-9.0% | $82,448+60.4% |
| Participation rate | 58.6% | 75.6%-17.0pp | 82.1%-23.5pp | 68.1%-9.4pp |
| Annual return | 12.76% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,878 | $6,519+5.5% | $7,897-12.9% | $4,139+66.2% |
| Admin fee / account holder | $3,262 | $8,390-61.1% | $13,129-75.2% | $7,234-54.9% |