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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 | $101,895 | $76,367+33.4% | $93,614+8.8% | $72,983+39.6% |
| Participation rate | 36.0% | 71.7%-35.7pp | 75.8%-39.8pp | 69.5%-33.5pp |
| Annual return | 14.02% | 25.82%-11.8pp | 32.76%-18.7pp | 81.01%-67.0pp |
| Employer contribution / active EE | $316 | $2,275-86.1% | $2,718-88.4% | $2,440-87.0% |
| Participant deferral / active EE | $1,982 | $3,538-44.0% | $4,069-51.3% | $3,608-45.1% |
| Admin fee / account holder | $12,495 | $6,838+82.7% | $7,889+58.4% | $5,124+143.8% |