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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 | $107,187 | $85,766+25.0% | $136,297-21.4% | $70,124+52.9% |
| Participation rate | 52.0% | 74.2%-22.2pp | 81.9%-29.9pp | 69.5%-17.5pp |
| Annual return | 13.09% | 31.45%-18.4pp | 5156.19%-5143.1pp | 73.14%-60.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,409 | $5,051-12.7% | $6,247-29.4% | $3,332+32.3% |
| Admin fee / account holder | $11,315 | $5,420+108.7% | $9,244+22.4% | $4,645+143.6% |