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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 | $113,743 | $76,407+48.9% | $150,298-24.3% | $82,448+38.0% |
| Participation rate | 40.0% | 66.4%-26.4pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 8.94% | 39.99%-31.1pp | 62.79%-53.8pp | 41.64%-32.7pp |
| Employer contribution / active EE | $165 | $2,614-93.7% | $4,154-96.0% | $2,551-93.5% |
| Participant deferral / active EE | $2,963 | $3,214-7.8% | $5,453-45.7% | $4,139-28.4% |
| Admin fee / account holder | $19,276 | $6,352+203.5% | $14,116+36.6% | $7,234+166.5% |