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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 | $83,816 | $110,137-23.9% | $161,149-48.0% | $82,637+1.4% |
| Participation rate | 55.6% | 72.4%-16.8pp | 78.8%-23.3pp | 68.1%-12.5pp |
| Annual return | 8.18% | 20.69%-12.5pp | 21.16%-13.0pp | 53.51%-45.3pp |
| Employer contribution / active EE | $506 | $2,856-82.3% | $4,360-88.4% | $2,552-80.2% |
| Participant deferral / active EE | $3,712 | $4,575-18.9% | $6,153-39.7% | $4,126-10.0% |
| Admin fee / account holder | $51,766 | $9,467+446.8% | $15,194+240.7% | $7,339+605.4% |