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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 | $100,350 | $51,736+94.0% | $120,225-16.5% | $67,986+47.6% |
| Participation rate | 13.9% | 46.1%-32.2pp | 69.6%-55.6pp | 57.2%-43.3pp |
| Annual return | 12.85% | 31.98%-19.1pp | 439.23%-426.4pp | 31.67%-18.8pp |
| Employer contribution / active EE | $110 | $1,071-89.7% | $3,475-96.8% | $2,019-94.5% |
| Participant deferral / active EE | $1,043 | $2,206-52.7% | $3,999-73.9% | $3,358-68.9% |
| Admin fee / account holder | $4,356 | $4,159+4.7% | $5,696-23.5% | $3,203+36.0% |