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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 | $106,342 | $95,404+11.5% | $113,397-6.2% | $82,637+28.7% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 11.00% | 19.08%-8.1pp | 23.20%-12.2pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,080 | $4,220+44.1% | $5,076+19.8% | $4,126+47.4% |
| Admin fee / account holder | $3,007 | $9,168-67.2% | $11,957-74.9% | $7,339-59.0% |