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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 | $111,974 | $127,790-12.4% | $106,555+5.1% | $167,536-33.2% |
| Participation rate | 40.0% | 78.3%-38.3pp | 76.1%-36.1pp | 82.1%-42.1pp |
| Annual return | 7.54% | 33.88%-26.3pp | 26.80%-19.3pp | 478.82%-471.3pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,683 | $5,088-27.6% | $4,399-16.3% | $6,342-41.9% |
| Admin fee / account holder | $83,266 | $11,229+641.5% | $7,408+1024.0% | $12,315+576.2% |