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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 | $111,732 | $93,589+19.4% | $135,942-17.8% | $75,181+48.6% |
| Participation rate | 48.6% | 75.2%-26.5pp | 81.9%-33.3pp | 67.2%-18.5pp |
| Annual return | 13.89% | 30.90%-17.0pp | 68.28%-54.4pp | 160.69%-146.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,226 | $6,405-49.6% | $7,759-58.4% | $4,126-21.8% |
| Admin fee / account holder | $22,534 | $6,977+223.0% | $10,764+109.3% | $5,650+298.8% |