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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 | $104,175 | $64,359+61.9% | $90,161+15.5% | $70,126+48.6% |
| Participation rate | 63.2% | 70.4%-7.3pp | 76.9%-13.7pp | 69.5%-6.4pp |
| Annual return | 14.02% | 28.13%-14.1pp | 34.89%-20.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,190 | $4,389+18.2% | $5,287-1.8% | $3,332+55.8% |
| Admin fee / account holder | $2,316 | $3,945-41.3% | $5,943-61.0% | $4,645-50.1% |