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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 | $105,589 | $96,052+9.9% | $118,106-10.6% | $87,485+20.7% |
| Participation rate | 59.3% | 77.0%-17.8pp | 81.9%-22.6pp | 68.9%-9.7pp |
| Annual return | 12.97% | 24.16%-11.2pp | 19.44%-6.5pp | 26.06%-13.1pp |
| Employer contribution / active EE | $437 | $3,939-88.9% | $4,698-90.7% | $2,596-83.2% |
| Participant deferral / active EE | $3,011 | $5,793-48.0% | $6,619-54.5% | $4,274-29.5% |
| Admin fee / account holder | $13,618 | $7,618+78.8% | $8,973+51.8% | $7,775+75.2% |