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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 | $118,712 | $81,358+45.9% | $155,556-23.7% | $80,959+46.6% |
| Participation rate | 27.4% | 66.3%-38.8pp | 78.2%-50.8pp | 67.7%-40.2pp |
| Annual return | 10.38% | 33.39%-23.0pp | 64.84%-54.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $319 | $3,106-89.7% | $4,675-93.2% | $2,757-88.4% |
| Participant deferral / active EE | $1,015 | $3,455-70.6% | $5,631-82.0% | $4,300-76.4% |
| Admin fee / account holder | $3,997 | $7,994-50.0% | $15,885-74.8% | $6,925-42.3% |