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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 | $104,497 | $106,864-2.2% | $147,318-29.1% | $82,637+26.5% |
| Participation rate | 36.0% | 75.5%-39.5pp | 82.1%-46.1pp | 68.1%-32.1pp |
| Annual return | 7.43% | 27.49%-20.1pp | 70.43%-63.0pp | 53.51%-46.1pp |
| Employer contribution / active EE | $403 | $3,417-88.2% | $4,593-91.2% | $2,552-84.2% |
| Participant deferral / active EE | $6,924 | $6,496+6.6% | $7,906-12.4% | $4,126+67.8% |
| Admin fee / account holder | $1,127 | $8,415-86.6% | $13,708-91.8% | $7,339-84.6% |