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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 | $105,931 | $86,922+21.9% | $102,438+3.4% | $80,874+31.0% |
| Participation rate | 34.5% | 72.4%-37.8pp | 76.5%-41.9pp | 67.6%-33.1pp |
| Annual return | 9.70% | 18.90%-9.2pp | 29.37%-19.7pp | 35.62%-25.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,731 | $4,119-33.7% | $5,054-46.0% | $4,297-36.4% |
| Admin fee / account holder | $29,192 | $8,050+262.6% | $9,448+209.0% | $6,935+320.9% |