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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 | $92,966 | $86,940+6.9% | $102,434-9.2% | $80,935+14.9% |
| Participation rate | 45.1% | 72.4%-27.3pp | 76.5%-31.5pp | 67.7%-22.6pp |
| Annual return | 9.38% | 18.89%-9.5pp | 29.46%-20.1pp | 35.66%-26.3pp |
| Employer contribution / active EE | $293 | $2,370-87.6% | $3,023-90.3% | $2,757-89.4% |
| Participant deferral / active EE | $1,957 | $4,121-52.5% | $5,055-61.3% | $4,299-54.5% |
| Admin fee / account holder | $17,731 | $8,047+120.3% | $9,462+87.4% | $6,924+156.1% |