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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 | $96,101 | $79,169+21.4% | $100,415-4.3% | $74,478+29.0% |
| Participation rate | 55.5% | 79.4%-23.9pp | 81.5%-26.1pp | 67.2%-11.8pp |
| Annual return | 12.24% | 20.51%-8.3pp | 49.47%-37.2pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,956 | $7,751-49.0% | $8,091-51.1% | $4,350-9.1% |
| Admin fee / account holder | $3,044 | $1,337+127.6% | $7,906-61.5% | $1,946+56.4% |