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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 | $123,576 | $85,766+44.1% | $136,298-9.3% | $70,126+76.2% |
| Participation rate | 67.2% | 74.2%-6.9pp | 81.9%-14.7pp | 69.5%-2.3pp |
| Annual return | 13.62% | 31.46%-17.8pp | 5156.27%-5142.6pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,114 | $5,051-18.6% | $6,247-34.1% | $3,332+23.5% |
| Admin fee / account holder | $5,535 | $5,421+2.1% | $9,244-40.1% | $4,645+19.1% |