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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 | $121,835 | $102,393+19.0% | $147,041-17.1% | $80,911+50.6% |
| Participation rate | 62.8% | 75.9%-13.0pp | 82.2%-19.3pp | 67.6%-4.8pp |
| Annual return | 10.39% | 134.95%-124.6pp | 419.21%-408.8pp | 35.63%-25.2pp |
| Employer contribution / active EE | $676 | $3,715-81.8% | $4,935-86.3% | $2,756-75.5% |
| Participant deferral / active EE | $3,284 | $6,647-50.6% | $8,071-59.3% | $4,297-23.6% |
| Admin fee / account holder | $31,528 | $7,943+296.9% | $13,006+142.4% | $6,935+354.6% |