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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 | $120,995 | $102,422+18.1% | $147,117-17.8% | $80,959+49.5% |
| Participation rate | 62.1% | 75.9%-13.8pp | 82.2%-20.1pp | 67.7%-5.6pp |
| Annual return | 11.09% | 135.16%-124.1pp | 420.54%-409.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $515 | $3,717-86.1% | $4,932-89.6% | $2,757-81.3% |
| Participant deferral / active EE | $5,851 | $6,652-12.0% | $8,065-27.5% | $4,300+36.1% |
| Admin fee / account holder | $9,965 | $7,953+25.3% | $12,993-23.3% | $6,925+43.9% |