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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 | $90,114 | $72,272+24.7% | $101,264-11.0% | $79,858+12.8% |
| Participation rate | 25.8% | 68.5%-42.7pp | 75.8%-50.0pp | 69.6%-43.9pp |
| Annual return | 4.52% | 22.30%-17.8pp | 46.48%-42.0pp | 31.72%-27.2pp |
| Employer contribution / active EE | $546 | $2,692-79.7% | $3,660-85.1% | $2,471-77.9% |
| Participant deferral / active EE | $1,716 | $3,282-47.7% | $4,370-60.7% | $3,740-54.1% |
| Admin fee / account holder | $1,053 | $4,401-76.1% | $5,947-82.3% | $5,306-80.2% |