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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 | $107,709 | $69,444+55.1% | $92,985+15.8% | $87,485+23.1% |
| Participation rate | 15.4% | 63.3%-47.9pp | 69.5%-54.1pp | 68.9%-53.5pp |
| Annual return | 10.48% | 23.85%-13.4pp | 27.99%-17.5pp | 26.06%-15.6pp |
| Employer contribution / active EE | $289 | $1,917-84.9% | $2,662-89.2% | $2,596-88.9% |
| Participant deferral / active EE | $1,387 | $3,364-58.8% | $4,377-68.3% | $4,274-67.6% |
| Admin fee / account holder | $23,989 | $6,137+290.9% | $9,463+153.5% | $7,775+208.5% |