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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 | $93,045 | $93,345-0.3% | $119,126-21.9% | $87,485+6.4% |
| Participation rate | 50.6% | 68.7%-18.2pp | 75.8%-25.2pp | 68.9%-18.4pp |
| Annual return | 10.05% | 19.08%-9.0pp | 282.11%-272.1pp | 26.06%-16.0pp |
| Employer contribution / active EE | $361 | $3,172-88.6% | $4,034-91.0% | $2,596-86.1% |
| Participant deferral / active EE | $3,156 | $4,099-23.0% | $5,318-40.6% | $4,274-26.1% |
| Admin fee / account holder | $14,609 | $8,039+81.7% | $10,693+36.6% | $7,775+87.9% |