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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 | $88,672+4.9% | $105,223-11.6% | $82,448+12.9% |
| Participation rate | 50.6% | 67.9%-17.4pp | 75.0%-24.5pp | 68.1%-17.5pp |
| Annual return | 10.05% | 30.86%-20.8pp | 180.65%-170.6pp | 41.64%-31.6pp |
| Employer contribution / active EE | $361 | $3,048-88.2% | $3,689-90.2% | $2,551-85.8% |
| Participant deferral / active EE | $3,156 | $4,036-21.8% | $5,072-37.8% | $4,139-23.7% |
| Admin fee / account holder | $14,609 | $7,146+104.4% | $8,859+64.9% | $7,234+101.9% |