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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 | $114,190 | $102,429+11.5% | $147,096-22.4% | $80,925+41.1% |
| Participation rate | 35.0% | 75.9%-40.9pp | 82.2%-47.2pp | 67.7%-32.7pp |
| Annual return | 11.64% | 135.02%-123.4pp | 419.75%-408.1pp | 35.65%-24.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,844 | $6,649-27.1% | $8,071-40.0% | $4,299+12.7% |
| Admin fee / account holder | $3,793 | $7,957-52.3% | $13,005-70.8% | $6,940-45.4% |