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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 | $109,370 | $76,371+43.2% | $93,621+16.8% | $72,975+49.9% |
| Participation rate | 42.9% | 71.8%-28.9pp | 75.8%-33.0pp | 69.5%-26.6pp |
| Annual return | 9.90% | 25.82%-15.9pp | 32.76%-22.9pp | 81.01%-71.1pp |
| Employer contribution / active EE | $252 | $2,276-88.9% | $2,719-90.7% | $2,440-89.7% |
| Participant deferral / active EE | $2,252 | $3,538-36.4% | $4,070-44.7% | $3,608-37.6% |
| Admin fee / account holder | $3,429 | $6,839-49.9% | $7,890-56.5% | $5,124-33.1% |