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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 | $97,212 | $103,393-6.0% | $87,103+11.6% | $152,909-36.4% |
| Participation rate | 69.6% | 79.4%-9.8pp | 76.9%-7.3pp | 82.5%-12.9pp |
| Annual return | 1.92% | 28.10%-26.2pp | 28.19%-26.3pp | 345.46%-343.5pp |
| Employer contribution / active EE | $526 | $3,221-83.7% | $2,521-79.1% | $4,764-89.0% |
| Participant deferral / active EE | $2,136 | $4,778-55.3% | $4,049-47.2% | $5,851-63.5% |
| Admin fee / account holder | $61,283 | $12,195+402.5% | $7,491+718.0% | $11,601+428.3% |