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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 | $106,465 | $103,392+3.0% | $87,104+22.2% | $152,897-30.4% |
| Participation rate | 33.3% | 79.4%-46.0pp | 76.9%-43.5pp | 82.5%-49.1pp |
| Annual return | 10.21% | 28.10%-17.9pp | 28.19%-18.0pp | 345.43%-335.2pp |
| Employer contribution / active EE | $505 | $3,221-84.3% | $2,521-80.0% | $4,764-89.4% |
| Participant deferral / active EE | $2,430 | $4,778-49.2% | $4,048-40.0% | $5,851-58.5% |
| Admin fee / account holder | $47,947 | $12,194+293.2% | $7,491+540.1% | $11,599+313.4% |