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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 | $81,457+22.4% | $103,378-3.6% | $80,911+23.2% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.6%-27.6pp |
| Annual return | 9.41% | 25.58%-16.2pp | 24.91%-15.5pp | 35.63%-26.2pp |
| Employer contribution / active EE | $425 | $3,107-86.3% | $3,870-89.0% | $2,756-84.6% |
| Participant deferral / active EE | $3,113 | $3,871-19.6% | $5,058-38.5% | $4,297-27.6% |
| Admin fee / account holder | $15,669 | $6,717+133.3% | $8,401+86.5% | $6,935+125.9% |