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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 | $95,355 | $85,766+11.2% | $136,298-30.0% | $70,126+36.0% |
| Participation rate | 45.7% | 74.2%-28.4pp | 81.9%-36.2pp | 69.5%-23.8pp |
| Annual return | 8.59% | 31.46%-22.9pp | 5156.27%-5147.7pp | 73.15%-64.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,772 | $5,051-25.3% | $6,247-39.6% | $3,332+13.2% |
| Admin fee / account holder | $12,723 | $5,421+134.7% | $9,244+37.6% | $4,645+173.9% |