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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 | $102,159 | $74,535+37.1% | $100,712+1.4% | $82,637+23.6% |
| Participation rate | 35.5% | 61.2%-25.7pp | 69.3%-33.8pp | 68.1%-32.6pp |
| Annual return | 8.87% | 18.92%-10.1pp | 33.27%-24.4pp | 53.51%-44.6pp |
| Employer contribution / active EE | $93 | $1,503-93.8% | $2,313-96.0% | $2,552-96.4% |
| Participant deferral / active EE | $3,294 | $3,074+7.2% | $4,085-19.4% | $4,126-20.2% |
| Admin fee / account holder | $29,429 | $6,576+347.5% | $9,256+217.9% | $7,339+301.0% |