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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 | $101,875 | $81,504+25.0% | $102,437-0.5% | $80,959+25.8% |
| Participation rate | 23.1% | 66.9%-43.8pp | 74.5%-51.4pp | 67.7%-44.6pp |
| Annual return | 7.53% | 25.60%-18.1pp | 24.95%-17.4pp | 35.67%-28.1pp |
| Employer contribution / active EE | $239 | $3,104-92.3% | $3,871-93.8% | $2,757-91.3% |
| Participant deferral / active EE | $2,612 | $3,871-32.5% | $5,060-48.4% | $4,300-39.3% |
| Admin fee / account holder | $31,770 | $6,719+372.8% | $8,388+278.7% | $6,925+358.7% |