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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 | $120,435 | $85,766+40.4% | $136,298-11.6% | $70,126+71.7% |
| Participation rate | 34.5% | 74.2%-39.7pp | 81.9%-47.4pp | 69.5%-35.1pp |
| Annual return | 7.99% | 31.46%-23.5pp | 5156.27%-5148.3pp | 73.15%-65.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,861 | $5,051-43.4% | $6,247-54.2% | $3,332-14.1% |
| Admin fee / account holder | $36,308 | $5,421+569.8% | $9,244+292.8% | $4,645+681.6% |