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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 | $130,192 | $58,057+124.2% | $97,032+34.2% | $86,983+49.7% |
| Participation rate | 28.2% | 60.4%-32.2pp | 71.6%-43.4pp | 69.5%-41.3pp |
| Annual return | 12.88% | 22.26%-9.4pp | 35.38%-22.5pp | 25.83%-13.0pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,383 | $3,244-26.6% | $4,672-49.0% | $4,194-43.2% |
| Admin fee / account holder | $1,638 | $4,839-66.1% | $9,418-82.6% | $7,856-79.1% |