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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 | $80,705+24.0% | $115,768-13.5% | $67,986+47.2% |
| Participation rate | 45.2% | 63.0%-17.8pp | 74.4%-29.2pp | 57.2%-12.0pp |
| Annual return | 7.08% | 18.49%-11.4pp | 100.46%-93.4pp | 31.67%-24.6pp |
| Employer contribution / active EE | $500 | $2,046-75.6% | $2,940-83.0% | $2,019-75.2% |
| Participant deferral / active EE | $1,903 | $3,559-46.5% | $4,917-61.3% | $3,358-43.3% |
| Admin fee / account holder | $2,285 | $4,135-44.7% | $12,439-81.6% | $3,203-28.7% |