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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 | $116,330 | $102,422+13.6% | $147,117-20.9% | $80,959+43.7% |
| Participation rate | 19.4% | 75.9%-56.4pp | 82.2%-62.7pp | 67.7%-48.2pp |
| Annual return | 11.34% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $845 | $3,717-77.3% | $4,932-82.9% | $2,757-69.3% |
| Participant deferral / active EE | $2,958 | $6,652-55.5% | $8,065-63.3% | $4,300-31.2% |
| Admin fee / account holder | $11,628 | $7,953+46.2% | $12,993-10.5% | $6,925+67.9% |