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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 | $79,089+21.5% | $100,392-4.3% | $74,459+29.1% |
| Participation rate | 55.5% | 79.4%-24.0pp | 81.5%-26.1pp | 67.2%-11.8pp |
| Annual return | 12.24% | 20.61%-8.4pp | 49.45%-37.2pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,956 | $7,747-48.9% | $8,090-51.1% | $4,350-9.0% |
| Admin fee / account holder | $3,044 | $1,336+127.8% | $7,904-61.5% | $1,945+56.5% |