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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 | $121,139 | $63,346+91.2% | $92,240+31.3% | $70,126+72.7% |
| Participation rate | 62.5% | 68.7%-6.2pp | 76.5%-14.0pp | 69.5%-7.0pp |
| Annual return | 11.38% | 530.19%-518.8pp | 176.29%-164.9pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,847 | $2,854-0.2% | $3,897-26.9% | $3,332-14.6% |
| Admin fee / account holder | $18,445 | $3,841+380.2% | $5,194+255.1% | $4,645+297.0% |