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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 | $108,726 | $81,487+33.4% | $102,412+6.2% | $80,935+34.3% |
| Participation rate | 46.8% | 66.8%-20.0pp | 74.5%-27.7pp | 67.7%-20.9pp |
| Annual return | 8.39% | 25.60%-17.2pp | 24.94%-16.6pp | 35.66%-27.3pp |
| Employer contribution / active EE | $524 | $3,103-83.1% | $3,870-86.5% | $2,757-81.0% |
| Participant deferral / active EE | $2,973 | $3,871-23.2% | $5,060-41.3% | $4,299-30.9% |
| Admin fee / account holder | $54,568 | $6,717+712.3% | $8,388+550.6% | $6,924+688.1% |