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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 | $131,428 | $98,776+33.1% | $149,745-12.2% | $79,856+64.6% |
| Participation rate | 35.3% | 75.8%-40.5pp | 82.5%-47.2pp | 69.6%-34.3pp |
| Annual return | 1.44% | 27.38%-25.9pp | 276.72%-275.3pp | 31.71%-30.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,225 | $5,681-8.0% | $6,843-23.7% | $3,741+39.7% |
| Admin fee / account holder | $13,505 | $6,053+123.1% | $9,312+45.0% | $5,306+154.5% |