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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 | $108,947 | $77,908+39.8% | $149,696-27.2% | $75,173+44.9% |
| Participation rate | 35.8% | 65.6%-29.7pp | 78.8%-42.9pp | 67.2%-31.4pp |
| Annual return | 12.64% | 31.73%-19.1pp | 134.46%-121.8pp | 160.72%-148.1pp |
| Employer contribution / active EE | $207 | $3,138-93.4% | $4,821-95.7% | $2,671-92.2% |
| Participant deferral / active EE | $1,129 | $3,411-66.9% | $5,682-80.1% | $4,126-72.6% |
| Admin fee / account holder | $3,231 | $5,950-45.7% | $13,212-75.5% | $5,651-42.8% |