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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 | $99,663 | $81,504+22.3% | $102,437-2.7% | $80,959+23.1% |
| Participation rate | 40.0% | 66.9%-26.9pp | 74.5%-34.5pp | 67.7%-27.7pp |
| Annual return | 9.41% | 25.60%-16.2pp | 24.95%-15.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $425 | $3,104-86.3% | $3,871-89.0% | $2,757-84.6% |
| Participant deferral / active EE | $3,113 | $3,871-19.6% | $5,060-38.5% | $4,300-27.6% |
| Admin fee / account holder | $15,669 | $6,719+133.2% | $8,388+86.8% | $6,925+126.2% |