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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 | $111,862 | $56,054+99.6% | $171,082-34.6% | $62,881+77.9% |
| Participation rate | 65.9% | 62.9%+3.0pp | 76.7%-10.8pp | 69.3%-3.4pp |
| Annual return | 1.57% | 22.52%-20.9pp | 32.56%-31.0pp | 20.14%-18.6pp |
| Employer contribution / active EE | $205 | $1,731-88.2% | $4,002-94.9% | $2,281-91.0% |
| Participant deferral / active EE | $5,919 | $3,158+87.4% | $4,797+23.4% | $3,203+84.8% |
| Admin fee / account holder | $9,380 | $3,647+157.2% | $8,520+10.1% | $4,296+118.4% |