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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 | $100,872 | $78,520+28.5% | $96,576+4.4% | $82,448+22.3% |
| Participation rate | 61.5% | 77.7%-16.2pp | 81.4%-19.9pp | 68.1%-6.5pp |
| Annual return | 7.46% | 41.30%-33.8pp | 38.47%-31.0pp | 41.64%-34.2pp |
| Employer contribution / active EE | $1 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,835 | $6,754-43.2% | $7,956-51.8% | $4,139-7.4% |
| Admin fee / account holder | $52,911 | $13,455+293.2% | $11,381+364.9% | $7,234+631.4% |