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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 | $108,825-10.1% | $156,181-37.3% | $82,448+18.7% |
| Participation rate | 47.8% | 72.4%-24.6pp | 78.8%-31.1pp | 68.1%-20.3pp |
| Annual return | 11.36% | 20.59%-9.2pp | 64.87%-53.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $654 | $2,870-77.2% | $4,294-84.8% | $2,551-74.3% |
| Participant deferral / active EE | $2,982 | $4,577-34.8% | $6,132-51.4% | $4,139-28.0% |
| Admin fee / account holder | $22,175 | $9,341+137.4% | $14,586+52.0% | $7,234+206.5% |