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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 | $106,749-2.1% | $145,433-28.1% | $82,448+26.7% |
| Participation rate | 36.0% | 75.6%-39.6pp | 82.1%-46.1pp | 68.1%-32.1pp |
| Annual return | 7.43% | 27.59%-20.2pp | 66.58%-59.1pp | 41.64%-34.2pp |
| Employer contribution / active EE | $403 | $3,444-88.3% | $4,554-91.1% | $2,551-84.2% |
| Participant deferral / active EE | $6,924 | $6,519+6.2% | $7,897-12.3% | $4,139+67.3% |
| Admin fee / account holder | $1,127 | $8,390-86.6% | $13,129-91.4% | $7,234-84.4% |