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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 | $105,630 | $78,707+34.2% | $117,861-10.4% | $70,126+50.6% |
| Participation rate | 63.2% | 73.2%-10.0pp | 79.7%-16.5pp | 69.5%-6.4pp |
| Annual return | 9.38% | 23.30%-13.9pp | 335.11%-325.7pp | 73.15%-63.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,914 | $3,297+49.0% | $4,482+9.6% | $3,332+47.5% |
| Admin fee / account holder | $34,753 | $5,066+586.1% | $8,021+333.3% | $4,645+648.1% |