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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 | $96,022 | $98,240-2.3% | $82,312+16.7% | $147,586-34.9% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 6.33% | 30.85%-24.5pp | 25.88%-19.5pp | 578.59%-572.3pp |
| Employer contribution / active EE | $519 | $3,192-83.7% | $2,428-78.6% | $4,876-89.4% |
| Participant deferral / active EE | $4,064 | $4,383-7.3% | $3,706+9.7% | $5,439-25.3% |
| Admin fee / account holder | $16,028 | $8,563+87.2% | $5,608+185.8% | $10,886+47.2% |