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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 | $107,811 | $81,331+32.6% | $155,534-30.7% | $80,935+33.2% |
| Participation rate | 13.6% | 66.3%-52.6pp | 78.2%-64.6pp | 67.7%-54.0pp |
| Annual return | 5.66% | 33.37%-27.7pp | 64.92%-59.3pp | 35.66%-30.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,664 | $3,454-51.8% | $5,630-70.4% | $4,299-61.3% |
| Admin fee / account holder | $12,131 | $7,999+51.7% | $15,900-23.7% | $6,924+75.2% |