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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 | $96,572 | $77,472+24.7% | $100,415-3.8% | $80,959+19.3% |
| Participation rate | 29.0% | 76.9%-47.9pp | 81.5%-52.5pp | 67.7%-38.6pp |
| Annual return | 10.22% | 37.26%-27.0pp | 49.47%-39.3pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,524 | $6,818-48.3% | $8,091-56.4% | $4,300-18.1% |
| Admin fee / account holder | $100,887 | $5,885+1614.3% | $7,906+1176.1% | $6,925+1356.8% |