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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 | $134,264 | $61,787+117.3% | $97,197+38.1% | $80,925+65.9% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.7%-12.7pp | 67.7%-7.7pp |
| Annual return | 8.25% | -558.16%+566.4pp | 75.47%-67.2pp | 35.65%-27.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,884 | $3,027+28.3% | $4,263-8.9% | $4,299-9.7% |
| Admin fee / account holder | $10,201 | $5,170+97.3% | $5,637+81.0% | $6,940+47.0% |