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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 | $139,483 | $102,422+36.2% | $147,117-5.2% | $80,959+72.3% |
| Participation rate | 48.4% | 75.9%-27.5pp | 82.2%-33.8pp | 67.7%-19.3pp |
| Annual return | 10.25% | 135.16%-124.9pp | 420.54%-410.3pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,981 | $6,652+35.0% | $8,065+11.4% | $4,300+108.8% |
| Admin fee / account holder | $38,201 | $7,953+380.3% | $12,993+194.0% | $6,925+451.6% |