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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 | $88,196 | $114,119-22.7% | $107,187-17.7% | $138,895-36.5% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.0%-31.3pp | 79.9%-36.2pp |
| Annual return | 7.18% | 273.21%-266.0pp | 204.55%-197.4pp | 145.39%-138.2pp |
| Employer contribution / active EE | $520 | $4,059-87.2% | $3,782-86.3% | $4,194-87.6% |
| Participant deferral / active EE | $3,227 | $5,538-41.7% | $5,096-36.7% | $6,396-49.5% |
| Admin fee / account holder | $119,696 | $10,024+1094.1% | $9,162+1206.4% | $12,562+852.8% |