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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 | $81,358+27.9% | $155,556-33.1% | $80,959+28.5% |
| Participation rate | 47.1% | 66.3%-19.1pp | 78.2%-31.1pp | 67.7%-20.5pp |
| Annual return | 7.45% | 33.39%-25.9pp | 64.84%-57.4pp | 35.67%-28.2pp |
| Employer contribution / active EE | -$219 | $3,106-107.1% | $4,675-104.7% | $2,757-108.0% |
| Participant deferral / active EE | $1,522 | $3,455-56.0% | $5,631-73.0% | $4,300-64.6% |
| Admin fee / account holder | $43,568 | $7,994+445.0% | $15,885+174.3% | $6,925+529.1% |