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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 | $94,860 | $97,648-2.9% | $121,663-22.0% | $87,485+8.4% |
| Participation rate | 46.9% | 70.5%-23.5pp | 74.5%-27.6pp | 68.9%-22.0pp |
| Annual return | 10.81% | 18.03%-7.2pp | 147.54%-136.7pp | 26.06%-15.2pp |
| Employer contribution / active EE | $309 | $2,300-86.6% | $3,020-89.8% | $2,596-88.1% |
| Participant deferral / active EE | $2,298 | $3,923-41.4% | $4,887-53.0% | $4,274-46.2% |
| Admin fee / account holder | $22,657 | $11,100+104.1% | $14,289+58.6% | $7,775+191.4% |