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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 | $82,013 | $65,041+26.1% | $90,965-9.8% | $79,858+2.7% |
| Participation rate | 40.0% | 61.6%-21.6pp | 69.0%-29.0pp | 69.6%-29.6pp |
| Annual return | 4.89% | 30.45%-25.6pp | 134.57%-129.7pp | 31.72%-26.8pp |
| Employer contribution / active EE | $200 | $1,247-83.9% | $2,122-90.6% | $2,471-91.9% |
| Participant deferral / active EE | $1,769 | $2,512-29.6% | $3,373-47.6% | $3,740-52.7% |
| Admin fee / account holder | $2,786 | $4,536-38.6% | $5,960-53.3% | $5,306-47.5% |