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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 | $103,760 | $74,535+39.2% | $100,712+3.0% | $82,637+25.6% |
| Participation rate | 32.7% | 61.2%-28.4pp | 69.3%-36.5pp | 68.1%-35.3pp |
| Annual return | 10.56% | 18.92%-8.4pp | 33.27%-22.7pp | 53.51%-42.9pp |
| Employer contribution / active EE | $314 | $1,503-79.1% | $2,313-86.4% | $2,552-87.7% |
| Participant deferral / active EE | $1,661 | $3,074-46.0% | $4,085-59.3% | $4,126-59.7% |
| Admin fee / account holder | $27,633 | $6,576+320.2% | $9,256+198.5% | $7,339+276.5% |