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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 | $95,972 | $87,834+9.3% | $133,975-28.4% | $62,881+52.6% |
| Participation rate | 59.3% | 83.4%-24.1pp | 87.1%-27.8pp | 69.3%-10.0pp |
| Annual return | 3.64% | 12.05%-8.4pp | 29.29%-25.7pp | 20.14%-16.5pp |
| Employer contribution / active EE | $497 | $3,482-85.7% | $5,211-90.5% | $2,281-78.2% |
| Participant deferral / active EE | $3,854 | $4,812-19.9% | $6,282-38.6% | $3,203+20.3% |
| Admin fee / account holder | $10,743 | $5,372+100.0% | $9,324+15.2% | $4,296+150.1% |