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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 | $109,342 | $93,617+16.8% | $135,982-19.6% | $75,177+45.4% |
| Participation rate | 29.3% | 75.2%-45.9pp | 81.9%-52.7pp | 67.2%-37.9pp |
| Annual return | 11.73% | 30.89%-19.2pp | 68.32%-56.6pp | 160.75%-149.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,565 | $6,406-60.0% | $7,760-66.9% | $4,126-37.8% |
| Admin fee / account holder | $11,061 | $6,980+58.5% | $10,767+2.7% | $5,651+95.7% |