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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 | $168,210 | $102,429+64.2% | $147,096+14.4% | $80,925+107.9% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-12.9pp | 67.7%+1.6pp |
| Annual return | 10.23% | 135.02%-124.8pp | 419.75%-409.5pp | 35.65%-25.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,793 | $6,649-27.9% | $8,071-40.6% | $4,299+11.5% |
| Admin fee / account holder | $2,225 | $7,957-72.0% | $13,005-82.9% | $6,940-67.9% |