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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 | $100,993 | $108,825-7.2% | $156,181-35.3% | $82,448+22.5% |
| Participation rate | 24.0% | 72.4%-48.4pp | 78.8%-54.8pp | 68.1%-44.1pp |
| Annual return | 6.60% | 20.59%-14.0pp | 64.87%-58.3pp | 41.64%-35.0pp |
| Employer contribution / active EE | $678 | $2,870-76.4% | $4,294-84.2% | $2,551-73.4% |
| Participant deferral / active EE | $2,713 | $4,577-40.7% | $6,132-55.8% | $4,139-34.5% |
| Admin fee / account holder | $87,265 | $9,341+834.3% | $14,586+498.3% | $7,234+1106.3% |