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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 | $121,607 | $102,385+18.8% | $147,080-17.3% | $80,935+50.3% |
| Participation rate | 25.8% | 75.9%-50.1pp | 82.2%-56.4pp | 67.7%-41.9pp |
| Annual return | 9.17% | 135.09%-125.9pp | 420.17%-411.0pp | 35.66%-26.5pp |
| Employer contribution / active EE | $697 | $3,717-81.3% | $4,933-85.9% | $2,757-74.7% |
| Participant deferral / active EE | $3,973 | $6,651-40.3% | $8,066-50.7% | $4,299-7.6% |
| Admin fee / account holder | $5,252 | $7,951-34.0% | $12,989-59.6% | $6,924-24.2% |