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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 | $108,521 | $125,797-13.7% | $170,057-36.2% | $75,177+44.4% |
| Participation rate | 52.4% | 83.6%-31.2pp | 87.0%-34.6pp | 67.2%-14.8pp |
| Annual return | 12.27% | 27.20%-14.9pp | 53.42%-41.1pp | 160.75%-148.5pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,111 | $6,838-25.3% | $10,411-50.9% | $4,126+23.8% |
| Admin fee / account holder | $42,382 | $8,177+418.3% | $12,826+230.4% | $5,651+650.0% |