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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 | $98,190 | $77,962+25.9% | $178,540-45.0% | $80,935+21.3% |
| Participation rate | 48.9% | 65.7%-16.8pp | 77.1%-28.2pp | 67.7%-18.8pp |
| Annual return | 7.03% | 18.10%-11.1pp | 27.15%-20.1pp | 35.66%-28.6pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,443 | $4,404+46.3% | $6,281+2.6% | $4,299+49.9% |
| Admin fee / account holder | $126,225 | $7,156+1663.9% | $10,424+1110.9% | $6,924+1722.9% |