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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 | $86,651 | $65,041+33.2% | $90,965-4.7% | $79,858+8.5% |
| Participation rate | 29.4% | 61.6%-32.2pp | 69.0%-39.6pp | 69.6%-40.2pp |
| Annual return | 8.93% | 30.45%-21.5pp | 134.57%-125.6pp | 31.72%-22.8pp |
| Employer contribution / active EE | $93 | $1,247-92.6% | $2,122-95.6% | $2,471-96.3% |
| Participant deferral / active EE | $3,062 | $2,512+21.9% | $3,373-9.2% | $3,740-18.1% |
| Admin fee / account holder | $17,277 | $4,536+280.9% | $5,960+189.9% | $5,306+225.6% |