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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 | $106,256 | $60,349+76.1% | $74,184+43.2% | $62,881+69.0% |
| Participation rate | 56.4% | 72.7%-16.3pp | 76.6%-20.2pp | 69.3%-12.9pp |
| Annual return | 2.88% | 21.38%-18.5pp | 17.74%-14.9pp | 20.14%-17.3pp |
| Employer contribution / active EE | $287 | $1,680-82.9% | $2,370-87.9% | $2,281-87.4% |
| Participant deferral / active EE | $2,973 | $2,856+4.1% | $3,550-16.3% | $3,203-7.2% |
| Admin fee / account holder | $10,321 | $4,261+142.2% | $5,586+84.8% | $4,296+140.3% |