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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 | $109,601 | $87,132+25.8% | $105,624+3.8% | $80,959+35.4% |
| Participation rate | 48.9% | 70.4%-21.5pp | 75.3%-26.3pp | 67.7%-18.7pp |
| Annual return | 9.72% | 17.03%-7.3pp | 116.20%-106.5pp | 35.67%-25.9pp |
| Employer contribution / active EE | $411 | $2,397-82.8% | $3,168-87.0% | $2,757-85.1% |
| Participant deferral / active EE | $3,495 | $3,985-12.3% | $5,013-30.3% | $4,300-18.7% |
| Admin fee / account holder | $10,335 | $8,449+22.3% | $10,961-5.7% | $6,925+49.2% |