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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 | $91,616 | $68,412+33.9% | $94,679-3.2% | $75,181+21.9% |
| Participation rate | 43.5% | 76.1%-32.6pp | 80.8%-37.4pp | 67.2%-23.7pp |
| Annual return | 14.23% | 616.91%-602.7pp | 156.75%-142.5pp | 160.69%-146.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,756 | $6,537-42.5% | $7,417-49.4% | $4,126-9.0% |
| Admin fee / account holder | $3,206 | $5,326-39.8% | $7,233-55.7% | $5,650-43.3% |