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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 | $96,349 | $88,672+8.7% | $105,223-8.4% | $82,448+16.9% |
| Participation rate | 55.9% | 67.9%-12.0pp | 75.0%-19.2pp | 68.1%-12.2pp |
| Annual return | 11.12% | 30.86%-19.7pp | 180.65%-169.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $398 | $3,048-87.0% | $3,689-89.2% | $2,551-84.4% |
| Participant deferral / active EE | $2,064 | $4,036-48.8% | $5,072-59.3% | $4,139-50.1% |
| Admin fee / account holder | $10,281 | $7,146+43.9% | $8,859+16.1% | $7,234+42.1% |