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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 | $102,345 | $65,555+56.1% | $86,216+18.7% | $75,173+36.1% |
| Participation rate | 57.1% | 60.5%-3.3pp | 69.0%-11.8pp | 67.2%-10.1pp |
| Annual return | 10.83% | 46.07%-35.2pp | 1169.42%-1158.6pp | 160.72%-149.9pp |
| Employer contribution / active EE | $308 | $1,553-80.2% | $2,382-87.1% | $2,671-88.5% |
| Participant deferral / active EE | $2,554 | $3,023-15.5% | $3,986-35.9% | $4,126-38.1% |
| Admin fee / account holder | $2,016 | $5,469-63.1% | $6,853-70.6% | $5,651-64.3% |