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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 | $138,900 | $99,875+39.1% | $146,866-5.4% | $86,983+59.7% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.5%-30.5pp | 69.5%-17.5pp |
| Annual return | 13.45% | 28.10%-14.7pp | 102.85%-89.4pp | 25.83%-12.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,970 | $6,322-21.4% | $7,759-36.0% | $4,194+18.5% |
| Admin fee / account holder | $18,074 | $7,838+130.6% | $13,620+32.7% | $7,856+130.1% |