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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 | $98,811 | $145,431-32.1% | $211,142-53.2% | $87,485+12.9% |
| Participation rate | 36.8% | 84.7%-47.9pp | 87.3%-50.4pp | 68.9%-32.1pp |
| Annual return | 11.21% | 27.21%-16.0pp | 46.84%-35.6pp | 26.06%-14.8pp |
| Employer contribution / active EE | $622 | $4,662-86.7% | $6,442-90.3% | $2,596-76.0% |
| Participant deferral / active EE | $4,030 | $6,859-41.2% | $9,284-56.6% | $4,274-5.7% |
| Admin fee / account holder | $31,019 | $17,052+81.9% | $19,076+62.6% | $7,775+299.0% |