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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 | $102,393+16.6% | $147,041-18.8% | $80,911+47.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 11.75% | 134.95%-123.2pp | 419.21%-407.5pp | 35.63%-23.9pp |
| Employer contribution / active EE | $858 | $3,715-76.9% | $4,935-82.6% | $2,756-68.9% |
| Participant deferral / active EE | $3,975 | $6,647-40.2% | $8,071-50.7% | $4,297-7.5% |
| Admin fee / account holder | $36,192 | $7,943+355.6% | $13,006+178.3% | $6,935+421.9% |