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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 | $130,346 | $86,919+50.0% | $102,457+27.2% | $80,911+61.1% |
| Participation rate | 60.6% | 72.4%-11.8pp | 76.5%-15.9pp | 67.6%-7.0pp |
| Annual return | 8.14% | 18.90%-10.8pp | 29.41%-21.3pp | 35.63%-27.5pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,355 | $4,119-42.8% | $5,054-53.4% | $4,297-45.2% |
| Admin fee / account holder | $39,104 | $8,049+385.8% | $9,451+313.7% | $6,935+463.9% |