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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 | $127,751 | $97,550+31.0% | $120,344+6.2% | $87,485+46.0% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.7%-10.0pp | 68.9%-2.3pp |
| Annual return | 5.55% | 18.41%-12.9pp | 20.30%-14.8pp | 26.06%-20.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,015 | $4,230-5.1% | $5,135-21.8% | $4,274-6.1% |
| Admin fee / account holder | $70,629 | $9,543+640.1% | $12,742+454.3% | $7,775+808.4% |