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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 | $97,863 | $114,712-14.7% | $173,730-43.7% | $87,485+11.9% |
| Participation rate | 47.8% | 73.0%-25.2pp | 79.6%-31.8pp | 68.9%-21.2pp |
| Annual return | 11.36% | 20.18%-8.8pp | 19.96%-8.6pp | 26.06%-14.7pp |
| Employer contribution / active EE | $654 | $2,904-77.5% | $4,577-85.7% | $2,596-74.8% |
| Participant deferral / active EE | $2,982 | $4,642-35.8% | $6,326-52.9% | $4,274-30.2% |
| Admin fee / account holder | $22,175 | $10,210+117.2% | $17,523+26.5% | $7,775+185.2% |