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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 | $136,096 | $89,259+52.5% | $107,187+27.0% | $82,637+64.7% |
| Participation rate | 45.7% | 67.9%-22.3pp | 75.0%-29.4pp | 68.1%-22.4pp |
| Annual return | 12.59% | 21.02%-8.4pp | 204.55%-192.0pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,750 | $4,037-7.1% | $5,096-26.4% | $4,126-9.1% |
| Admin fee / account holder | $4,141 | $7,381-43.9% | $9,162-54.8% | $7,339-43.6% |