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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 | $118,198 | $89,370+32.3% | $141,197-16.3% | $72,976+62.0% |
| Participation rate | 42.1% | 75.1%-33.0pp | 82.5%-40.4pp | 69.5%-27.4pp |
| Annual return | 3.81% | 111.88%-108.1pp | 71.41%-67.6pp | 81.02%-77.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,424 | $5,419-36.8% | $6,710-49.0% | $3,608-5.1% |
| Admin fee / account holder | $30,941 | $5,957+419.4% | $10,265+201.4% | $5,124+503.8% |