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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 | $132,481 | $72,273+83.3% | $101,275+30.8% | $79,856+65.9% |
| Participation rate | 48.9% | 68.5%-19.6pp | 75.8%-26.9pp | 69.6%-20.8pp |
| Annual return | 8.39% | 22.30%-13.9pp | 46.48%-38.1pp | 31.71%-23.3pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,532 | $3,282-53.3% | $4,371-64.9% | $3,741-59.0% |
| Admin fee / account holder | $4,147 | $4,401-5.8% | $5,948-30.3% | $5,306-21.8% |