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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 | $103,684 | $85,766+20.9% | $136,297-23.9% | $70,124+47.9% |
| Participation rate | 34.6% | 74.2%-39.5pp | 81.9%-47.3pp | 69.5%-34.9pp |
| Annual return | 11.72% | 31.45%-19.7pp | 5156.19%-5144.5pp | 73.14%-61.4pp |
| Employer contribution / active EE | $265 | $2,966-91.1% | $4,696-94.4% | $2,342-88.7% |
| Participant deferral / active EE | $2,649 | $5,051-47.6% | $6,247-57.6% | $3,332-20.5% |
| Admin fee / account holder | $19,943 | $5,420+267.9% | $9,244+115.7% | $4,645+329.3% |