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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 | $103,738 | $71,523+45.0% | $98,461+5.4% | $71,511+45.1% |
| Participation rate | 31.4% | 72.7%-41.3pp | 75.2%-43.8pp | 67.9%-36.5pp |
| Annual return | 13.73% | 32.43%-18.7pp | 21.17%-7.4pp | 28.86%-15.1pp |
| Employer contribution / active EE | $206 | $2,399-91.4% | $3,049-93.2% | $2,589-92.0% |
| Participant deferral / active EE | $2,477 | $4,109-39.7% | $4,738-47.7% | $4,291-42.3% |
| Admin fee / account holder | $1,792 | $1,676+6.9% | $8,961-80.0% | $1,588+12.8% |