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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 | $106,566 | $68,880+54.7% | $120,580-11.6% | $80,959+31.6% |
| Participation rate | 30.6% | 61.7%-31.1pp | 72.0%-41.4pp | 67.7%-37.1pp |
| Annual return | 9.21% | 23.68%-14.5pp | 107.48%-98.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,265 | $3,191-29.0% | $4,995-54.7% | $4,300-47.3% |
| Admin fee / account holder | $23,550 | $5,785+307.1% | $9,418+150.0% | $6,925+240.1% |