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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 | $138,622 | $105,198+31.8% | $159,455-13.1% | $85,856+61.5% |
| Participation rate | 39.6% | 75.8%-36.2pp | 82.8%-43.2pp | 69.3%-29.7pp |
| Annual return | 10.28% | 45.08%-34.8pp | 263.63%-253.4pp | 318.58%-308.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,337 | $5,946-43.9% | $7,353-54.6% | $3,952-15.6% |
| Admin fee / account holder | $32,872 | $6,934+374.0% | $10,800+204.4% | $6,261+425.1% |