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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 | $98,476 | $102,422-3.9% | $147,117-33.1% | $80,959+21.6% |
| Participation rate | 59.1% | 75.9%-16.8pp | 82.2%-23.1pp | 67.7%-8.6pp |
| Annual return | 11.21% | 135.16%-123.9pp | 420.54%-409.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,857 | $6,652-27.0% | $8,065-39.8% | $4,300+13.0% |
| Admin fee / account holder | $1,463 | $7,953-81.6% | $12,993-88.7% | $6,925-78.9% |