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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 | $106,924 | $85,515+25.0% | $112,040-4.6% | $67,986+57.3% |
| Participation rate | 43.5% | 68.2%-24.7pp | 76.5%-32.9pp | 57.2%-13.7pp |
| Annual return | 12.01% | 29.68%-17.7pp | 24.52%-12.5pp | 31.67%-19.7pp |
| Employer contribution / active EE | $102 | $2,191-95.4% | $2,954-96.6% | $2,019-95.0% |
| Participant deferral / active EE | $1,849 | $4,014-53.9% | $5,098-63.7% | $3,358-44.9% |
| Admin fee / account holder | $21,506 | $3,774+469.9% | $12,098+77.8% | $3,203+571.4% |