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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 | $86,809 | $80,781+7.5% | $102,437-15.3% | $74,478+16.6% |
| Participation rate | 40.7% | 65.7%-24.9pp | 74.5%-33.8pp | 67.2%-26.5pp |
| Annual return | 11.13% | 27.58%-16.4pp | 24.95%-13.8pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $699 | $3,160-77.9% | $3,871-82.0% | $2,626-73.4% |
| Participant deferral / active EE | $4,368 | $3,862+13.1% | $5,060-13.7% | $4,350+0.4% |
| Admin fee / account holder | $12,885 | $2,372+443.2% | $8,388+53.6% | $1,946+562.2% |