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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 | $106,553 | $89,370+19.2% | $141,197-24.5% | $72,976+46.0% |
| Participation rate | 54.9% | 75.1%-20.2pp | 82.5%-27.5pp | 69.5%-14.6pp |
| Annual return | 17.83% | 111.88%-94.0pp | 71.41%-53.6pp | 81.02%-63.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,034 | $5,419-7.1% | $6,710-25.0% | $3,608+39.5% |
| Admin fee / account holder | $24,495 | $5,957+311.2% | $10,265+138.6% | $5,124+378.0% |