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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 | $108,011 | $73,787+46.4% | $98,716+9.4% | $82,448+31.0% |
| Participation rate | 39.5% | 61.4%-21.9pp | 69.3%-29.8pp | 68.1%-28.5pp |
| Annual return | 11.48% | 18.57%-7.1pp | 31.81%-20.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $83 | $1,511-94.5% | $2,279-96.4% | $2,551-96.7% |
| Participant deferral / active EE | $2,974 | $3,081-3.5% | $4,048-26.5% | $4,139-28.2% |
| Admin fee / account holder | $46,270 | $6,500+611.8% | $8,703+431.7% | $7,234+539.6% |