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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 | $132,526 | $115,225+15.0% | $100,712+31.6% | $138,895-4.6% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 9.02% | 40.35%-31.3pp | 33.27%-24.3pp | 145.39%-136.4pp |
| Employer contribution / active EE | $100 | $2,771-96.4% | $2,313-95.7% | $4,194-97.6% |
| Participant deferral / active EE | $2,000 | $4,699-57.4% | $4,085-51.0% | $6,396-68.7% |
| Admin fee / account holder | $160,020 | $10,844+1375.7% | $9,256+1628.8% | $12,562+1173.8% |