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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 | $104,158 | $89,367+16.6% | $141,191-26.2% | $72,975+42.7% |
| Participation rate | 63.0% | 75.1%-12.2pp | 82.5%-19.5pp | 69.5%-6.5pp |
| Annual return | 16.22% | 111.87%-95.6pp | 71.41%-55.2pp | 81.01%-64.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,388 | $5,419-19.0% | $6,710-34.6% | $3,608+21.6% |
| Admin fee / account holder | $2,182 | $5,957-63.4% | $10,264-78.7% | $5,124-57.4% |