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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 | $107,165 | $80,763+32.7% | $102,412+4.6% | $74,459+43.9% |
| Participation rate | 48.2% | 65.7%-17.5pp | 74.5%-26.3pp | 67.2%-19.0pp |
| Annual return | 10.11% | 27.57%-17.5pp | 24.94%-14.8pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $768 | $3,160-75.7% | $3,870-80.1% | $2,626-70.7% |
| Participant deferral / active EE | $2,512 | $3,862-35.0% | $5,060-50.4% | $4,350-42.3% |
| Admin fee / account holder | $11,353 | $2,371+378.8% | $8,388+35.4% | $1,945+483.8% |