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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 | $107,136 | $98,776+8.5% | $149,745-28.5% | $79,856+34.2% |
| Participation rate | 44.1% | 75.8%-31.7pp | 82.5%-38.4pp | 69.6%-25.5pp |
| Annual return | 2.59% | 27.38%-24.8pp | 276.72%-274.1pp | 31.71%-29.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,356 | $5,681-23.3% | $6,843-36.3% | $3,741+16.5% |
| Admin fee / account holder | $40,169 | $6,053+563.7% | $9,312+331.4% | $5,306+657.0% |