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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 | $111,156 | $78,423+41.7% | $95,964+15.8% | $79,856+39.2% |
| Participation rate | 44.7% | 73.5%-28.8pp | 77.1%-32.4pp | 69.6%-24.9pp |
| Annual return | 3.14% | 19.37%-16.2pp | 91.64%-88.5pp | 31.71%-28.6pp |
| Employer contribution / active EE | $175 | $1,945-91.0% | $2,541-93.1% | $2,471-92.9% |
| Participant deferral / active EE | $2,008 | $3,440-41.6% | $4,167-51.8% | $3,741-46.3% |
| Admin fee / account holder | $1,765 | $5,622-68.6% | $6,797-74.0% | $5,306-66.7% |