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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 | $105,284-12.0% | $150,734-38.5% | $94,015-1.5% |
| Participation rate | 48.1% | 71.7%-23.6pp | 78.4%-30.3pp | 70.8%-22.7pp |
| Annual return | 8.54% | 15.67%-7.1pp | 600.81%-592.3pp | 17.84%-9.3pp |
| Employer contribution / active EE | $266 | $3,599-92.6% | $4,918-94.6% | $2,790-90.5% |
| Participant deferral / active EE | $2,472 | $4,274-42.1% | $5,610-55.9% | $4,249-41.8% |
| Admin fee / account holder | $17,268 | $9,839+75.5% | $14,905+15.9% | $8,951+92.9% |