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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 | $86,050+32.2% | $189,758-40.1% | $94,015+21.0% |
| Participation rate | 40.0% | 68.9%-28.9pp | 79.8%-39.8pp | 70.8%-30.8pp |
| Annual return | 8.94% | 17.77%-8.8pp | 52.62%-43.7pp | 17.84%-8.9pp |
| Employer contribution / active EE | $165 | $2,819-94.1% | $4,767-96.5% | $2,790-94.1% |
| Participant deferral / active EE | $2,963 | $3,349-11.5% | $5,856-49.4% | $4,249-30.3% |
| Admin fee / account holder | $19,276 | $6,627+190.9% | $20,388-5.5% | $8,951+115.3% |