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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 | $127,750 | $95,453+33.8% | $112,040+14.0% | $82,448+54.9% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.5%-18.8pp | 68.1%-10.4pp |
| Annual return | 7.05% | 23.92%-16.9pp | 24.52%-17.5pp | 41.64%-34.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,038 | $4,224-4.4% | $5,098-20.8% | $4,139-2.4% |
| Admin fee / account holder | $40,413 | $9,013+348.4% | $12,098+234.0% | $7,234+458.6% |