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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 | $94,308 | $102,422-7.9% | $147,117-35.9% | $80,959+16.5% |
| Participation rate | 31.7% | 75.9%-44.1pp | 82.2%-50.4pp | 67.7%-35.9pp |
| Annual return | 10.24% | 135.16%-124.9pp | 420.54%-410.3pp | 35.67%-25.4pp |
| Employer contribution / active EE | $241 | $3,717-93.5% | $4,932-95.1% | $2,757-91.3% |
| Participant deferral / active EE | $2,955 | $6,652-55.6% | $8,065-63.4% | $4,300-31.3% |
| Admin fee / account holder | $2,318 | $7,953-70.9% | $12,993-82.2% | $6,925-66.5% |