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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 | $110,477 | $70,684+56.3% | $169,390-34.8% | $75,173+47.0% |
| Participation rate | 22.2% | 64.8%-42.6pp | 77.2%-55.0pp | 67.2%-45.0pp |
| Annual return | 12.18% | 36.38%-24.2pp | 406.07%-393.9pp | 160.72%-148.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,803 | $4,310-58.2% | $6,222-71.0% | $4,126-56.3% |
| Admin fee / account holder | $709 | $5,404-86.9% | $9,015-92.1% | $5,651-87.4% |