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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 | $122,131 | $81,504+49.8% | $102,437+19.2% | $80,959+50.9% |
| Participation rate | 45.7% | 66.9%-21.2pp | 74.5%-28.9pp | 67.7%-22.0pp |
| Annual return | 9.40% | 25.60%-16.2pp | 24.95%-15.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,798 | $3,871-53.5% | $5,060-64.5% | $4,300-58.2% |
| Admin fee / account holder | $887 | $6,719-86.8% | $8,388-89.4% | $6,925-87.2% |