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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 | $103,486 | $91,559+13.0% | $133,978-22.8% | $79,856+29.6% |
| Participation rate | 58.8% | 73.3%-14.5pp | 79.8%-21.0pp | 69.6%-10.8pp |
| Annual return | 5.39% | 61.85%-56.5pp | 45.10%-39.7pp | 31.71%-26.3pp |
| Employer contribution / active EE | $326 | $2,384-86.3% | $3,919-91.7% | $2,471-86.8% |
| Participant deferral / active EE | $1,685 | $3,734-54.9% | $5,047-66.6% | $3,741-54.9% |
| Admin fee / account holder | $1,557 | $6,321-75.4% | $8,930-82.6% | $5,306-70.7% |