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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 | $68,573+55.4% | $120,368-11.5% | $80,874+31.8% |
| Participation rate | 30.6% | 61.6%-31.0pp | 71.9%-41.3pp | 67.6%-37.1pp |
| Annual return | 9.21% | 23.61%-14.4pp | 107.26%-98.0pp | 35.62%-26.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,265 | $3,174-28.6% | $4,991-54.6% | $4,297-47.3% |
| Admin fee / account holder | $23,550 | $5,734+310.7% | $9,429+149.8% | $6,935+239.6% |