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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 | $128,645 | $114,119+12.7% | $107,187+20.0% | $138,895-7.4% |
| Participation rate | 46.7% | 78.1%-31.4pp | 75.0%-28.4pp | 79.9%-33.3pp |
| Annual return | 1.15% | 273.21%-272.1pp | 204.55%-203.4pp | 145.39%-144.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,285 | $5,538-58.7% | $5,096-55.2% | $6,396-64.3% |
| Admin fee / account holder | $14,050 | $10,024+40.2% | $9,162+53.3% | $12,562+11.8% |