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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 | $92,493 | $84,236+9.8% | $170,435-45.7% | $70,126+31.9% |
| Participation rate | 46.7% | 70.8%-24.2pp | 83.6%-36.9pp | 69.5%-22.9pp |
| Annual return | 7.78% | 23.06%-15.3pp | 205.94%-198.2pp | 73.15%-65.4pp |
| Employer contribution / active EE | $83 | $3,387-97.5% | $5,432-98.5% | $2,343-96.4% |
| Participant deferral / active EE | $2,336 | $3,086-24.3% | $4,939-52.7% | $3,332-29.9% |
| Admin fee / account holder | $911 | $5,698-84.0% | $13,881-93.4% | $4,645-80.4% |