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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 | $113,319 | $70,684+60.3% | $169,397-33.1% | $75,177+50.7% |
| Participation rate | 40.0% | 64.8%-24.8pp | 77.2%-37.2pp | 67.2%-27.2pp |
| Annual return | 9.70% | 36.38%-26.7pp | 406.23%-396.5pp | 160.75%-151.1pp |
| Employer contribution / active EE | -$1,638 | $2,211-174.1% | $4,013-140.8% | $2,671-161.3% |
| Participant deferral / active EE | $5,599 | $4,310+29.9% | $6,223-10.0% | $4,126+35.7% |
| Admin fee / account holder | $1,782 | $5,404-67.0% | $9,017-80.2% | $5,651-68.5% |