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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 | $98,389 | $102,422-3.9% | $147,117-33.1% | $80,959+21.5% |
| Participation rate | 28.9% | 75.9%-46.9pp | 82.2%-53.2pp | 67.7%-38.7pp |
| Annual return | 11.17% | 135.16%-124.0pp | 420.54%-409.4pp | 35.67%-24.5pp |
| Employer contribution / active EE | $209 | $3,717-94.4% | $4,932-95.8% | $2,757-92.4% |
| Participant deferral / active EE | $2,984 | $6,652-55.1% | $8,065-63.0% | $4,300-30.6% |
| Admin fee / account holder | $19,501 | $7,953+145.2% | $12,993+50.1% | $6,925+181.6% |