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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 | $111,252 | $138,393-19.6% | $184,256-39.6% | $80,959+37.4% |
| Participation rate | 61.5% | 83.9%-22.4pp | 86.8%-25.3pp | 67.7%-6.1pp |
| Annual return | 9.75% | 20.01%-10.3pp | 28.85%-19.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,221 | $4,847-74.8% | $6,427-81.0% | $2,757-55.7% |
| Participant deferral / active EE | $3,808 | $7,076-46.2% | $9,133-58.3% | $4,300-11.4% |
| Admin fee / account holder | $26,907 | $10,489+156.5% | $13,899+93.6% | $6,925+288.5% |