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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 | $98,079 | $80,763+21.4% | $102,412-4.2% | $74,459+31.7% |
| Participation rate | 53.8% | 65.7%-11.9pp | 74.5%-20.7pp | 67.2%-13.4pp |
| Annual return | 10.88% | 27.57%-16.7pp | 24.94%-14.1pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $588 | $3,160-81.4% | $3,870-84.8% | $2,626-77.6% |
| Participant deferral / active EE | $3,755 | $3,862-2.8% | $5,060-25.8% | $4,350-13.7% |
| Admin fee / account holder | $8,177 | $2,371+244.8% | $8,388-2.5% | $1,945+320.5% |