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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 | $96,334 | $95,404+1.0% | $113,397-15.0% | $82,637+16.6% |
| Participation rate | 35.3% | 72.8%-37.5pp | 76.5%-41.2pp | 68.1%-32.8pp |
| Annual return | 8.33% | 19.08%-10.7pp | 23.20%-14.9pp | 53.51%-45.2pp |
| Employer contribution / active EE | $506 | $2,307-78.0% | $2,977-83.0% | $2,552-80.2% |
| Participant deferral / active EE | $3,095 | $4,220-26.7% | $5,076-39.0% | $4,126-25.0% |
| Admin fee / account holder | $59,510 | $9,168+549.1% | $11,957+397.7% | $7,339+710.9% |