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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 | $130,109 | $103,393+25.8% | $87,103+49.4% | $152,909-14.9% |
| Participation rate | 46.7% | 79.4%-32.7pp | 76.9%-30.2pp | 82.5%-35.8pp |
| Annual return | 10.31% | 28.10%-17.8pp | 28.19%-17.9pp | 345.46%-335.2pp |
| Employer contribution / active EE | $475 | $3,221-85.3% | $2,521-81.2% | $4,764-90.0% |
| Participant deferral / active EE | $2,668 | $4,778-44.2% | $4,049-34.1% | $5,851-54.4% |
| Admin fee / account holder | $89,065 | $12,195+630.3% | $7,491+1088.9% | $11,601+667.8% |