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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 | $92,641 | $88,672+4.5% | $105,223-12.0% | $82,448+12.4% |
| Participation rate | 48.1% | 67.9%-19.8pp | 75.0%-26.9pp | 68.1%-19.9pp |
| Annual return | 8.54% | 30.86%-22.3pp | 180.65%-172.1pp | 41.64%-33.1pp |
| Employer contribution / active EE | $266 | $3,048-91.3% | $3,689-92.8% | $2,551-89.6% |
| Participant deferral / active EE | $2,472 | $4,036-38.7% | $5,072-51.3% | $4,139-40.3% |
| Admin fee / account holder | $17,268 | $7,146+141.6% | $8,859+94.9% | $7,234+138.7% |