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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 | $98,955 | $74,535+32.8% | $100,712-1.7% | $82,637+19.7% |
| Participation rate | 29.6% | 61.2%-31.5pp | 69.3%-39.6pp | 68.1%-38.4pp |
| Annual return | 11.01% | 18.92%-7.9pp | 33.27%-22.3pp | 53.51%-42.5pp |
| Employer contribution / active EE | $171 | $1,503-88.7% | $2,313-92.6% | $2,552-93.3% |
| Participant deferral / active EE | $1,291 | $3,074-58.0% | $4,085-68.4% | $4,126-68.7% |
| Admin fee / account holder | $29,106 | $6,576+342.6% | $9,256+214.4% | $7,339+296.6% |