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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 | $119,395 | $102,422+16.6% | $147,117-18.8% | $80,959+47.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 11.75% | 135.16%-123.4pp | 420.54%-408.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $858 | $3,717-76.9% | $4,932-82.6% | $2,757-68.9% |
| Participant deferral / active EE | $3,975 | $6,652-40.2% | $8,065-50.7% | $4,300-7.6% |
| Admin fee / account holder | $36,192 | $7,953+355.0% | $12,993+178.6% | $6,925+422.6% |