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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 | $77,896+35.8% | $134,172-21.2% | $82,448+28.3% |
| Participation rate | 44.8% | 62.8%-18.0pp | 72.5%-27.6pp | 68.1%-23.2pp |
| Annual return | 11.12% | 18.21%-7.1pp | 25.30%-14.2pp | 41.64%-30.5pp |
| Employer contribution / active EE | $460 | $2,159-78.7% | $3,420-86.6% | $2,551-82.0% |
| Participant deferral / active EE | $1,283 | $3,162-59.4% | $4,690-72.6% | $4,139-69.0% |
| Admin fee / account holder | $1,302 | $6,336-79.4% | $12,016-89.2% | $7,234-82.0% |