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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 | $104,557 | $83,485+25.2% | $125,192-16.5% | $72,975+43.3% |
| Participation rate | 67.0% | 73.3%-6.3pp | 79.8%-12.8pp | 69.5%-2.5pp |
| Annual return | 6.14% | 25.77%-19.6pp | 43.79%-37.6pp | 81.01%-74.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,447 | $3,586-31.8% | $4,937-50.4% | $3,608-32.2% |
| Admin fee / account holder | $5,766 | $5,518+4.5% | $9,704-40.6% | $5,124+12.5% |