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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 | $91,494 | $80,705+13.4% | $115,768-21.0% | $67,986+34.6% |
| Participation rate | 44.4% | 63.0%-18.6pp | 74.4%-30.0pp | 57.2%-12.8pp |
| Annual return | 12.28% | 18.49%-6.2pp | 100.46%-88.2pp | 31.67%-19.4pp |
| Employer contribution / active EE | $356 | $2,046-82.6% | $2,940-87.9% | $2,019-82.4% |
| Participant deferral / active EE | $2,350 | $3,559-34.0% | $4,917-52.2% | $3,358-30.0% |
| Admin fee / account holder | $7,437 | $4,135+79.8% | $12,439-40.2% | $3,203+132.2% |