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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 | $102,429+8.8% | $147,096-24.3% | $80,925+37.7% |
| Participation rate | 62.3% | 75.9%-13.6pp | 82.2%-19.9pp | 67.7%-5.4pp |
| Annual return | 11.35% | 135.02%-123.7pp | 419.75%-408.4pp | 35.65%-24.3pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,706 | $6,649-14.2% | $8,071-29.3% | $4,299+32.7% |
| Admin fee / account holder | $34,376 | $7,957+332.0% | $13,005+164.3% | $6,940+395.3% |