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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 | $105,410 | $78,690+34.0% | $161,489-34.7% | $87,485+20.5% |
| Participation rate | 49.2% | 67.5%-18.3pp | 78.7%-29.5pp | 68.9%-19.8pp |
| Annual return | 12.24% | 32.74%-20.5pp | 89.72%-77.5pp | 26.06%-13.8pp |
| Employer contribution / active EE | $98 | $2,588-96.2% | $4,268-97.7% | $2,596-96.2% |
| Participant deferral / active EE | $3,285 | $3,311-0.8% | $5,630-41.6% | $4,274-23.1% |
| Admin fee / account holder | $10,208 | $6,724+51.8% | $16,006-36.2% | $7,775+31.3% |