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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 | $131,770 | $78,707+67.4% | $117,861+11.8% | $70,126+87.9% |
| Participation rate | 55.2% | 73.2%-18.0pp | 79.7%-24.5pp | 69.5%-14.4pp |
| Annual return | 11.32% | 23.30%-12.0pp | 335.11%-323.8pp | 73.15%-61.8pp |
| Employer contribution / active EE | $63 | $2,223-97.2% | $3,786-98.3% | $2,343-97.3% |
| Participant deferral / active EE | $1,608 | $3,297-51.2% | $4,482-64.1% | $3,332-51.7% |
| Admin fee / account holder | $3,131 | $5,066-38.2% | $8,021-61.0% | $4,645-32.6% |