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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 | $94,353 | $101,798-7.3% | $165,071-42.8% | $80,935+16.6% |
| Participation rate | 37.5% | 71.8%-34.3pp | 78.6%-41.1pp | 67.7%-30.2pp |
| Annual return | 9.58% | 16.73%-7.2pp | 70.17%-60.6pp | 35.66%-26.1pp |
| Employer contribution / active EE | $421 | $2,954-85.8% | $4,347-90.3% | $2,757-84.7% |
| Participant deferral / active EE | $2,792 | $4,476-37.6% | $6,035-53.7% | $4,299-35.1% |
| Admin fee / account holder | $18,905 | $8,221+129.9% | $12,695+48.9% | $6,924+173.0% |