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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 | $138,756 | $105,198+31.9% | $159,455-13.0% | $85,856+61.6% |
| Participation rate | 39.4% | 75.8%-36.4pp | 82.8%-43.4pp | 69.3%-29.9pp |
| Annual return | 12.00% | 45.08%-33.1pp | 263.63%-251.6pp | 318.58%-306.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,307 | $5,946-44.4% | $7,353-55.0% | $3,952-16.3% |
| Admin fee / account holder | $489 | $6,934-92.9% | $10,800-95.5% | $6,261-92.2% |