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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 | $130,186 | $107,341+21.3% | $92,897+40.1% | $152,870-14.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 9.91% | 145.59%-135.7pp | 109.42%-99.5pp | 345.34%-335.4pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,036 | $4,847+107.0% | $4,238+136.8% | $5,850+71.5% |
| Admin fee / account holder | $4,071 | $7,080-42.5% | $5,794-29.7% | $11,597-64.9% |