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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 | $68,852+54.8% | $120,524-11.6% | $80,925+31.7% |
| Participation rate | 30.6% | 61.6%-31.1pp | 71.9%-41.4pp | 67.7%-37.1pp |
| Annual return | 9.21% | 23.67%-14.5pp | 107.36%-98.2pp | 35.65%-26.4pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,265 | $3,187-28.9% | $4,994-54.6% | $4,299-47.3% |
| Admin fee / account holder | $23,550 | $5,781+307.4% | $9,440+149.5% | $6,940+239.3% |