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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 | $95,437 | $89,367+6.8% | $141,191-32.4% | $72,975+30.8% |
| Participation rate | 56.0% | 75.1%-19.1pp | 82.5%-26.5pp | 69.5%-13.5pp |
| Annual return | 18.87% | 111.87%-93.0pp | 71.41%-52.5pp | 81.01%-62.1pp |
| Employer contribution / active EE | $264 | $3,115-91.5% | $4,736-94.4% | $2,440-89.2% |
| Participant deferral / active EE | $2,842 | $5,419-47.5% | $6,710-57.6% | $3,608-21.2% |
| Admin fee / account holder | $1,659 | $5,957-72.1% | $10,264-83.8% | $5,124-67.6% |