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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 | $113,364 | $102,382+10.7% | $147,005-22.9% | $80,874+40.2% |
| Participation rate | 53.3% | 75.8%-22.5pp | 82.2%-28.8pp | 67.6%-14.3pp |
| Annual return | 11.11% | 134.89%-123.8pp | 418.76%-407.7pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,086 | $6,646-53.6% | $8,070-61.8% | $4,297-28.2% |
| Admin fee / account holder | $44,195 | $7,942+456.4% | $13,006+239.8% | $6,935+537.3% |