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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 | $129,900 | $98,776+31.5% | $149,745-13.3% | $79,856+62.7% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.5%-17.0pp | 69.6%-4.1pp |
| Annual return | 4.15% | 27.38%-23.2pp | 276.72%-272.6pp | 31.71%-27.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,229 | $5,681-43.2% | $6,843-52.8% | $3,741-13.7% |
| Admin fee / account holder | $368 | $6,053-93.9% | $9,312-96.0% | $5,306-93.1% |