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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 | $100,081 | $76,383+31.0% | $121,663-17.7% | $64,340+55.6% |
| Participation rate | 45.2% | 60.4%-15.2pp | 74.5%-29.3pp | 55.2%-10.0pp |
| Annual return | 7.08% | 16.98%-9.9pp | 147.54%-140.5pp | 24.14%-17.1pp |
| Employer contribution / active EE | $500 | $1,943-74.3% | $3,020-83.5% | $1,862-73.2% |
| Participant deferral / active EE | $1,903 | $3,149-39.6% | $4,887-61.1% | $2,980-36.2% |
| Admin fee / account holder | $2,285 | $4,142-44.8% | $14,289-84.0% | $3,703-38.3% |