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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 | $111,387 | $77,569+43.6% | $115,599-3.6% | $64,097+73.8% |
| Participation rate | 51.1% | 60.7%-9.5pp | 74.3%-23.1pp | 55.2%-4.0pp |
| Annual return | 11.33% | 18.52%-7.2pp | 111.10%-99.8pp | 34.64%-23.3pp |
| Employer contribution / active EE | $259 | $1,915-86.5% | $2,955-91.3% | $1,891-86.3% |
| Participant deferral / active EE | $2,585 | $3,327-22.3% | $4,889-47.1% | $3,080-16.1% |
| Admin fee / account holder | $4,087 | $4,470-8.6% | $12,841-68.2% | $3,454+18.3% |