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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 | $134,327 | $102,065+31.6% | $453,569-70.4% | $85,851+56.5% |
| Participation rate | 40.5% | 72.4%-31.9pp | 78.0%-37.5pp | 69.3%-28.8pp |
| Annual return | 6.61% | 25.44%-18.8pp | 64.43%-57.8pp | 318.63%-312.0pp |
| Employer contribution / active EE | $485 | $2,852-83.0% | $4,072-88.1% | $2,565-81.1% |
| Participant deferral / active EE | $3,823 | $4,789-20.2% | $6,211-38.4% | $3,952-3.3% |
| Admin fee / account holder | $38,964 | $5,717+581.6% | $11,214+247.5% | $6,261+522.3% |