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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 | $94,031-3.6% | $115,768-21.7% | $82,448+10.0% |
| Participation rate | 33.3% | 70.4%-37.1pp | 74.4%-41.1pp | 68.1%-34.7pp |
| Annual return | 11.35% | 20.61%-9.3pp | 100.46%-89.1pp | 41.64%-30.3pp |
| Employer contribution / active EE | $352 | $2,323-84.8% | $2,940-88.0% | $2,551-86.2% |
| Participant deferral / active EE | $2,200 | $3,972-44.6% | $4,917-55.3% | $4,139-46.9% |
| Admin fee / account holder | $24,097 | $10,249+135.1% | $12,439+93.7% | $7,234+233.1% |