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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 | $104,051 | $81,276+28.0% | $155,574-33.1% | $80,925+28.6% |
| Participation rate | 47.1% | 66.2%-19.1pp | 78.2%-31.1pp | 67.7%-20.5pp |
| Annual return | 7.45% | 33.36%-25.9pp | 64.87%-57.4pp | 35.65%-28.2pp |
| Employer contribution / active EE | -$219 | $3,103-107.1% | $4,676-104.7% | $2,756-108.0% |
| Participant deferral / active EE | $1,522 | $3,453-55.9% | $5,629-73.0% | $4,299-64.6% |
| Admin fee / account holder | $43,568 | $7,993+445.0% | $15,914+173.8% | $6,940+527.8% |