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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 | $108,309 | $81,331+33.2% | $155,534-30.4% | $80,935+33.8% |
| Participation rate | 56.7% | 66.3%-9.6pp | 78.2%-21.6pp | 67.7%-11.0pp |
| Annual return | 9.40% | 33.37%-24.0pp | 64.92%-55.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $17 | $3,105-99.5% | $4,675-99.6% | $2,757-99.4% |
| Participant deferral / active EE | $1,814 | $3,454-47.5% | $5,630-67.8% | $4,299-57.8% |
| Admin fee / account holder | $25,518 | $7,999+219.0% | $15,900+60.5% | $6,924+268.5% |