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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 | $103,232 | $95,453+8.1% | $112,040-7.9% | $82,448+25.2% |
| Participation rate | 39.1% | 72.8%-33.7pp | 76.5%-37.4pp | 68.1%-29.0pp |
| Annual return | 11.13% | 23.92%-12.8pp | 24.52%-13.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $83 | $2,318-96.4% | $2,954-97.2% | $2,551-96.7% |
| Participant deferral / active EE | $2,006 | $4,224-52.5% | $5,098-60.6% | $4,139-51.5% |
| Admin fee / account holder | $7,446 | $9,013-17.4% | $12,098-38.5% | $7,234+2.9% |