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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 | $86,940+21.8% | $102,434+3.4% | $80,935+30.9% |
| Participation rate | 34.5% | 72.4%-37.8pp | 76.5%-42.0pp | 67.7%-33.1pp |
| Annual return | 9.70% | 18.89%-9.2pp | 29.46%-19.8pp | 35.66%-26.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,731 | $4,121-33.7% | $5,055-46.0% | $4,299-36.5% |
| Admin fee / account holder | $29,192 | $8,047+262.8% | $9,462+208.5% | $6,924+321.6% |