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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 | $94,808 | $71,230+33.1% | $93,727+1.2% | $80,959+17.1% |
| Participation rate | 39.0% | 60.4%-21.4pp | 68.7%-29.7pp | 67.7%-28.7pp |
| Annual return | 9.96% | 11.26%-1.3pp | 133.83%-123.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $92 | $1,565-94.1% | $2,421-96.2% | $2,757-96.7% |
| Participant deferral / active EE | $1,263 | $4,037-68.7% | $4,417-71.4% | $4,300-70.6% |
| Admin fee / account holder | $2,578 | $6,961-63.0% | $8,292-68.9% | $6,925-62.8% |