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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 | $99,519 | $65,395+52.2% | $182,558-45.5% | $72,976+36.4% |
| Participation rate | 45.7% | 65.4%-19.8pp | 78.0%-32.3pp | 69.5%-23.8pp |
| Annual return | 5.37% | 27.68%-22.3pp | 148.59%-143.2pp | 81.02%-75.6pp |
| Employer contribution / active EE | $318 | $1,911-83.4% | $4,076-92.2% | $2,440-87.0% |
| Participant deferral / active EE | $1,832 | $3,563-48.6% | $5,526-66.9% | $3,608-49.2% |
| Admin fee / account holder | $3,916 | $4,245-7.7% | $8,594-54.4% | $5,124-23.6% |