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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 | $91,657 | $71,230+28.7% | $93,727-2.2% | $80,959+13.2% |
| Participation rate | 27.3% | 60.4%-33.1pp | 68.7%-41.4pp | 67.7%-40.4pp |
| Annual return | 9.07% | 11.26%-2.2pp | 133.83%-124.8pp | 35.67%-26.6pp |
| Employer contribution / active EE | $246 | $1,565-84.3% | $2,421-89.8% | $2,757-91.1% |
| Participant deferral / active EE | $1,864 | $4,037-53.8% | $4,417-57.8% | $4,300-56.6% |
| Admin fee / account holder | $20,112 | $6,961+188.9% | $8,292+142.6% | $6,925+190.4% |