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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 | $135,177 | $99,875+35.3% | $146,866-8.0% | $86,983+55.4% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 10.34% | 28.10%-17.8pp | 102.85%-92.5pp | 25.83%-15.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,969 | $6,322-53.0% | $7,759-61.7% | $4,194-29.2% |
| Admin fee / account holder | $16,818 | $7,838+114.6% | $13,620+23.5% | $7,856+114.1% |