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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 | $139,098 | $101,795+36.6% | $165,100-15.7% | $80,959+71.8% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 8.96% | 16.73%-7.8pp | 70.21%-61.3pp | 35.67%-26.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,476 | $4,476-22.3% | $6,035-42.4% | $4,300-19.2% |
| Admin fee / account holder | $1,362 | $8,221-83.4% | $12,696-89.3% | $6,925-80.3% |