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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 | $106,825 | $122,258-12.6% | $199,883-46.6% | $64,097+66.7% |
| Participation rate | 50.4% | 79.0%-28.6pp | 86.8%-36.3pp | 55.2%-4.8pp |
| Annual return | 11.59% | 24.91%-13.3pp | 43.81%-32.2pp | 34.64%-23.0pp |
| Employer contribution / active EE | $1,126 | $4,242-73.5% | $6,261-82.0% | $1,891-40.5% |
| Participant deferral / active EE | $3,155 | $6,258-49.6% | $9,138-65.5% | $3,080+2.4% |
| Admin fee / account holder | $22,591 | $3,882+482.0% | $17,268+30.8% | $3,454+554.0% |