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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 | $101,087 | $81,208+24.5% | $98,920+2.2% | $79,856+26.6% |
| Participation rate | 60.0% | 72.5%-12.5pp | 76.0%-16.0pp | 69.6%-9.6pp |
| Annual return | 7.77% | 60.99%-53.2pp | 196.47%-188.7pp | 31.71%-23.9pp |
| Employer contribution / active EE | $260 | $1,960-86.7% | $2,689-90.3% | $2,471-89.5% |
| Participant deferral / active EE | $2,266 | $3,265-30.6% | $4,245-46.6% | $3,741-39.4% |
| Admin fee / account holder | $16,690 | $6,013+177.6% | $6,643+151.3% | $5,306+214.5% |