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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 | $123,904 | $63,355+95.6% | $91,994+34.7% | $72,983+69.8% |
| Participation rate | 69.2% | 72.5%-3.3pp | 78.6%-9.4pp | 69.5%-0.3pp |
| Annual return | 15.25% | 35.35%-20.1pp | 69.03%-53.8pp | 81.01%-65.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,889 | $4,883-40.8% | $5,923-51.2% | $3,608-19.9% |
| Admin fee / account holder | $1,546 | $4,668-66.9% | $7,743-80.0% | $5,124-69.8% |