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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 | $134,163 | $105,200+27.5% | $159,474-15.9% | $85,847+56.3% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.8%-27.7pp | 69.3%-14.1pp |
| Annual return | 9.04% | 45.08%-36.0pp | 263.68%-254.6pp | 318.61%-309.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,608 | $5,946+11.1% | $7,353-10.1% | $3,952+67.2% |
| Admin fee / account holder | $11,119 | $6,934+60.3% | $10,802+2.9% | $6,261+77.6% |