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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 | $94,159 | $93,617+0.6% | $135,982-30.8% | $75,177+25.2% |
| Participation rate | 31.5% | 75.2%-43.7pp | 81.9%-50.5pp | 67.2%-35.7pp |
| Annual return | 11.25% | 30.89%-19.6pp | 68.32%-57.1pp | 160.75%-149.5pp |
| Employer contribution / active EE | $167 | $3,538-95.3% | $4,859-96.6% | $2,671-93.7% |
| Participant deferral / active EE | $2,549 | $6,406-60.2% | $7,760-67.2% | $4,126-38.2% |
| Admin fee / account holder | $12,625 | $6,980+80.9% | $10,767+17.3% | $5,651+123.4% |