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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 | $103,106 | $81,358+26.7% | $155,556-33.7% | $80,959+27.4% |
| Participation rate | 37.1% | 66.3%-29.1pp | 78.2%-41.1pp | 67.7%-30.5pp |
| Annual return | 9.45% | 33.39%-23.9pp | 64.84%-55.4pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,079 | $3,455+18.0% | $5,631-27.6% | $4,300-5.1% |
| Admin fee / account holder | $4,133 | $7,994-48.3% | $15,885-74.0% | $6,925-40.3% |