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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 | $116,801 | $88,186+32.4% | $165,071-29.2% | $74,459+56.9% |
| Participation rate | 35.8% | 73.1%-37.3pp | 78.6%-42.8pp | 67.2%-31.4pp |
| Annual return | 10.52% | 17.13%-6.6pp | 70.17%-59.7pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,035 | $4,505+11.8% | $6,035-16.6% | $4,350+15.8% |
| Admin fee / account holder | $29,193 | $2,234+1206.7% | $12,695+130.0% | $1,945+1401.1% |