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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 | $134,743 | $70,684+90.6% | $169,390-20.5% | $75,173+79.2% |
| Participation rate | 54.9% | 64.8%-9.9pp | 77.2%-22.3pp | 67.2%-12.3pp |
| Annual return | 11.47% | 36.38%-24.9pp | 406.07%-394.6pp | 160.72%-149.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,309 | $4,310+23.2% | $6,222-14.7% | $4,126+28.7% |
| Admin fee / account holder | $18,268 | $5,404+238.0% | $9,015+102.6% | $5,651+223.3% |