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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 | $109,244 | $112,121-2.6% | $95,960+13.8% | $158,966-31.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 5.83% | 171.16%-165.3pp | 91.63%-85.8pp | 302.95%-297.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,119 | $4,784-13.9% | $4,167-1.1% | $5,983-31.2% |
| Admin fee / account holder | $46,200 | $10,135+355.8% | $6,797+579.7% | $11,250+310.7% |