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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 | $93,053 | $67,411+38.0% | $91,004+2.3% | $70,126+32.7% |
| Participation rate | 62.7% | 71.4%-8.6pp | 75.6%-12.9pp | 69.5%-6.8pp |
| Annual return | 9.89% | -40.16%+50.1pp | 4.60%+5.3pp | 73.15%-63.3pp |
| Employer contribution / active EE | $328 | $1,786-81.6% | $2,456-86.6% | $2,343-86.0% |
| Participant deferral / active EE | $2,210 | $2,823-21.7% | $3,548-37.7% | $3,332-33.7% |
| Admin fee / account holder | $11,516 | $4,236+171.9% | $5,417+112.6% | $4,645+147.9% |