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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 | $91,152 | $75,058+21.4% | $152,301-40.2% | $64,340+41.7% |
| Participation rate | 9.7% | 60.9%-51.2pp | 82.4%-72.7pp | 55.2%-45.5pp |
| Annual return | 11.84% | 29.93%-18.1pp | 80.50%-68.7pp | 24.14%-12.3pp |
| Employer contribution / active EE | $110 | $2,605-95.8% | $4,624-97.6% | $1,862-94.1% |
| Participant deferral / active EE | $1,653 | $5,041-67.2% | $8,004-79.4% | $2,980-44.6% |
| Admin fee / account holder | $4,387 | $4,050+8.3% | $14,398-69.5% | $3,703+18.5% |