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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 | $120,540 | $101,778+18.4% | $164,975-26.9% | $80,925+49.0% |
| Participation rate | 48.3% | 71.8%-23.6pp | 78.6%-30.3pp | 67.7%-19.4pp |
| Annual return | 10.16% | 16.73%-6.6pp | 70.12%-60.0pp | 35.65%-25.5pp |
| Employer contribution / active EE | $337 | $2,954-88.6% | $4,343-92.2% | $2,756-87.8% |
| Participant deferral / active EE | $2,320 | $4,477-48.2% | $6,033-61.5% | $4,299-46.0% |
| Admin fee / account holder | $6,845 | $8,221-16.7% | $12,688-46.1% | $6,940-1.4% |