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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 | $90,451 | $86,919+4.1% | $102,457-11.7% | $80,911+11.8% |
| Participation rate | 38.3% | 72.4%-34.0pp | 76.5%-38.2pp | 67.6%-29.3pp |
| Annual return | 6.65% | 18.90%-12.2pp | 29.41%-22.8pp | 35.63%-29.0pp |
| Employer contribution / active EE | $121 | $2,368-94.9% | $3,022-96.0% | $2,756-95.6% |
| Participant deferral / active EE | $2,149 | $4,119-47.8% | $5,054-57.5% | $4,297-50.0% |
| Admin fee / account holder | $17,852 | $8,049+121.8% | $9,451+88.9% | $6,935+157.4% |