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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 | $111,489 | $110,039+1.3% | $97,260+14.6% | $145,884-23.6% |
| Participation rate | 20.0% | 75.9%-55.9pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 7.40% | 244.44%-237.0pp | 75.54%-68.1pp | 551.85%-544.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,500 | $4,674-3.7% | $4,262+5.6% | $6,690-32.7% |
| Admin fee / account holder | $870 | $6,204-86.0% | $5,640-84.6% | $13,392-93.5% |