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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 | $121,121 | $70,430+72.0% | $96,572+25.4% | $85,851+41.1% |
| Participation rate | 46.4% | 61.8%-15.4pp | 69.8%-23.4pp | 69.3%-22.9pp |
| Annual return | 8.66% | 18.58%-9.9pp | 37.79%-29.1pp | 318.63%-310.0pp |
| Employer contribution / active EE | $224 | $1,413-84.2% | $2,357-90.5% | $2,565-91.3% |
| Participant deferral / active EE | $2,262 | $2,894-21.9% | $3,850-41.3% | $3,952-42.8% |
| Admin fee / account holder | $20,692 | $4,996+314.2% | $6,183+234.7% | $6,261+230.5% |