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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 | $111,413 | $102,422+8.8% | $147,117-24.3% | $80,959+37.6% |
| Participation rate | 62.3% | 75.9%-13.6pp | 82.2%-19.9pp | 67.7%-5.4pp |
| Annual return | 11.35% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,706 | $6,652-14.2% | $8,065-29.2% | $4,300+32.7% |
| Admin fee / account holder | $34,376 | $7,953+332.2% | $12,993+164.6% | $6,925+396.4% |