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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 | $85,385 | $95,404-10.5% | $113,397-24.7% | $82,637+3.3% |
| Participation rate | 45.5% | 72.8%-27.4pp | 76.5%-31.0pp | 68.1%-22.6pp |
| Annual return | 7.83% | 19.08%-11.2pp | 23.20%-15.4pp | 53.51%-45.7pp |
| Employer contribution / active EE | $106 | $2,307-95.4% | $2,977-96.4% | $2,552-95.8% |
| Participant deferral / active EE | $3,109 | $4,220-26.3% | $5,076-38.8% | $4,126-24.6% |
| Admin fee / account holder | $19,422 | $9,168+111.8% | $11,957+62.4% | $7,339+164.7% |