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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 | $89,259+3.8% | $107,187-13.6% | $82,637+12.1% |
| Participation rate | 48.1% | 67.9%-19.8pp | 75.0%-26.9pp | 68.1%-19.9pp |
| Annual return | 8.54% | 21.02%-12.5pp | 204.55%-196.0pp | 53.51%-45.0pp |
| Employer contribution / active EE | $266 | $3,080-91.4% | $3,782-93.0% | $2,552-89.6% |
| Participant deferral / active EE | $2,472 | $4,037-38.8% | $5,096-51.5% | $4,126-40.1% |
| Admin fee / account holder | $17,268 | $7,381+133.9% | $9,162+88.5% | $7,339+135.3% |