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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 | $105,136 | $89,370+17.6% | $141,197-25.5% | $72,976+44.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 1.84% | 111.88%-110.0pp | 71.41%-69.6pp | 81.02%-79.2pp |
| Employer contribution / active EE | $420 | $3,115-86.5% | $4,736-91.1% | $2,440-82.8% |
| Participant deferral / active EE | $2,492 | $5,419-54.0% | $6,710-62.9% | $3,608-30.9% |
| Admin fee / account holder | $2,224 | $5,957-62.7% | $10,265-78.3% | $5,124-56.6% |