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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 | $107,780 | $115,225-6.5% | $100,712+7.0% | $138,895-22.4% |
| Participation rate | 37.5% | 74.3%-36.8pp | 69.3%-31.8pp | 79.9%-42.4pp |
| Annual return | 5.48% | 40.35%-34.9pp | 33.27%-27.8pp | 145.39%-139.9pp |
| Employer contribution / active EE | $291 | $2,771-89.5% | $2,313-87.4% | $4,194-93.1% |
| Participant deferral / active EE | $1,637 | $4,699-65.2% | $4,085-59.9% | $6,396-74.4% |
| Admin fee / account holder | $67,324 | $10,844+520.8% | $9,256+627.3% | $12,562+435.9% |