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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 | $85,225 | $65,027+31.1% | $90,970-6.3% | $79,852+6.7% |
| Participation rate | 37.1% | 61.6%-24.5pp | 69.0%-31.9pp | 69.6%-32.5pp |
| Annual return | 7.83% | 30.45%-22.6pp | 134.58%-126.7pp | 31.72%-23.9pp |
| Employer contribution / active EE | $107 | $1,247-91.4% | $2,122-95.0% | $2,471-95.7% |
| Participant deferral / active EE | $3,146 | $2,512+25.3% | $3,373-6.7% | $3,740-15.9% |
| Admin fee / account holder | $4,760 | $4,535+5.0% | $5,960-20.1% | $5,306-10.3% |