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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 | $105,791 | $81,403+30.0% | $147,027-28.0% | $87,485+20.9% |
| Participation rate | 44.8% | 63.4%-18.6pp | 73.7%-28.9pp | 68.9%-24.1pp |
| Annual return | 11.12% | 16.51%-5.4pp | 20.23%-9.1pp | 26.06%-14.9pp |
| Employer contribution / active EE | $460 | $2,205-79.2% | $3,626-87.3% | $2,596-82.3% |
| Participant deferral / active EE | $1,283 | $3,315-61.3% | $4,933-74.0% | $4,274-70.0% |
| Admin fee / account holder | $1,302 | $6,755-80.7% | $12,223-89.3% | $7,775-83.2% |