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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 | $106,426 | $89,367+19.1% | $141,191-24.6% | $72,975+45.8% |
| Participation rate | 44.7% | 75.1%-30.4pp | 82.5%-37.7pp | 69.5%-24.8pp |
| Annual return | 18.35% | 111.87%-93.5pp | 71.41%-53.1pp | 81.01%-62.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,332 | $5,419-57.0% | $6,710-65.3% | $3,608-35.4% |
| Admin fee / account holder | $734 | $5,957-87.7% | $10,264-92.8% | $5,124-85.7% |