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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 | $108,832 | $93,617+16.3% | $135,982-20.0% | $75,177+44.8% |
| Participation rate | 32.1% | 75.2%-43.1pp | 81.9%-49.8pp | 67.2%-35.1pp |
| Annual return | 14.45% | 30.89%-16.4pp | 68.32%-53.9pp | 160.75%-146.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,555 | $6,406-60.1% | $7,760-67.1% | $4,126-38.1% |
| Admin fee / account holder | $10,543 | $6,980+51.1% | $10,767-2.1% | $5,651+86.6% |