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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 | $100,495 | $37,446+168.4% | $77,552+29.6% | $79,856+25.8% |
| Participation rate | 58.4% | 41.5%+16.9pp | 54.2%+4.2pp | 69.6%-11.2pp |
| Annual return | 5.79% | 39.76%-34.0pp | 54.82%-49.0pp | 31.71%-25.9pp |
| Employer contribution / active EE | $90 | $637-85.9% | $987-90.9% | $2,471-96.4% |
| Participant deferral / active EE | $1,187 | $1,261-5.8% | $1,861-36.2% | $3,741-68.3% |
| Admin fee / account holder | $7,425 | $2,506+196.3% | $2,859+159.7% | $5,306+39.9% |