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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 | $90,677 | $97,648-7.1% | $121,663-25.5% | $87,485+3.6% |
| Participation rate | 33.3% | 70.5%-37.1pp | 74.5%-41.2pp | 68.9%-35.6pp |
| Annual return | 11.35% | 18.03%-6.7pp | 147.54%-136.2pp | 26.06%-14.7pp |
| Employer contribution / active EE | $352 | $2,300-84.7% | $3,020-88.3% | $2,596-86.4% |
| Participant deferral / active EE | $2,200 | $3,923-43.9% | $4,887-55.0% | $4,274-48.5% |
| Admin fee / account holder | $24,097 | $11,100+117.1% | $14,289+68.6% | $7,775+209.9% |