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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 | $109,107 | $62,672+74.1% | $185,117-41.1% | $70,124+55.6% |
| Participation rate | 42.3% | 63.8%-21.5pp | 77.3%-35.0pp | 69.5%-27.2pp |
| Annual return | 8.85% | 40.79%-31.9pp | 40.50%-31.7pp | 73.14%-64.3pp |
| Employer contribution / active EE | $125 | $1,753-92.9% | $4,182-97.0% | $2,342-94.7% |
| Participant deferral / active EE | $1,881 | $3,272-42.5% | $5,045-62.7% | $3,332-43.5% |
| Admin fee / account holder | $375 | $3,932-90.5% | $8,159-95.4% | $4,645-91.9% |