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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 | $127,683 | $110,137+15.9% | $161,149-20.8% | $82,637+54.5% |
| Participation rate | 38.9% | 72.4%-33.5pp | 78.8%-39.9pp | 68.1%-29.2pp |
| Annual return | 10.97% | 20.69%-9.7pp | 21.16%-10.2pp | 53.51%-42.5pp |
| Employer contribution / active EE | $437 | $2,856-84.7% | $4,360-90.0% | $2,552-82.9% |
| Participant deferral / active EE | $2,916 | $4,575-36.2% | $6,153-52.6% | $4,126-29.3% |
| Admin fee / account holder | $5,743 | $9,467-39.3% | $15,194-62.2% | $7,339-21.7% |