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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 | $105,053 | $127,298-17.5% | $109,916-4.4% | $167,553-37.3% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.2%-11.7pp | 82.1%-19.6pp |
| Annual return | 6.99% | 22.97%-16.0pp | 29.46%-22.5pp | 478.89%-471.9pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,029 | $4,513-55.0% | $4,047-49.9% | $6,343-68.0% |
| Admin fee / account holder | $35,079 | $7,119+392.7% | $6,069+478.0% | $12,316+184.8% |