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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 | $100,194+27.5% | $122,979+3.9% | $86,983+46.9% |
| Participation rate | 66.7% | 73.0%-6.3pp | 77.2%-10.5pp | 69.5%-2.9pp |
| Annual return | 5.55% | 16.47%-10.9pp | 20.12%-14.6pp | 25.83%-20.3pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,015 | $4,133-2.9% | $5,003-19.8% | $4,194-4.3% |
| Admin fee / account holder | $70,629 | $10,148+596.0% | $12,864+449.0% | $7,856+799.1% |