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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 | $100,419 | $71,208+41.0% | $93,681+7.2% | $80,911+24.1% |
| Participation rate | 42.3% | 60.4%-18.1pp | 68.7%-26.4pp | 67.6%-25.3pp |
| Annual return | 8.77% | 11.27%-2.5pp | 133.47%-124.7pp | 35.63%-26.9pp |
| Employer contribution / active EE | $286 | $1,564-81.7% | $2,422-88.2% | $2,756-89.6% |
| Participant deferral / active EE | $1,463 | $4,035-63.7% | $4,415-66.9% | $4,297-66.0% |
| Admin fee / account holder | $14,944 | $6,951+115.0% | $8,290+80.3% | $6,935+115.5% |