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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 | $86,940+4.0% | $102,434-11.7% | $80,935+11.8% |
| Participation rate | 38.3% | 72.4%-34.1pp | 76.5%-38.2pp | 67.7%-29.3pp |
| Annual return | 6.65% | 18.89%-12.2pp | 29.46%-22.8pp | 35.66%-29.0pp |
| Employer contribution / active EE | $121 | $2,370-94.9% | $3,023-96.0% | $2,757-95.6% |
| Participant deferral / active EE | $2,149 | $4,121-47.9% | $5,055-57.5% | $4,299-50.0% |
| Admin fee / account holder | $17,852 | $8,047+121.8% | $9,462+88.7% | $6,924+157.8% |