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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 | $90,651 | $72,273+25.4% | $101,275-10.5% | $79,856+13.5% |
| Participation rate | 35.2% | 68.5%-33.2pp | 75.8%-40.6pp | 69.6%-34.4pp |
| Annual return | 5.94% | 22.30%-16.4pp | 46.48%-40.5pp | 31.71%-25.8pp |
| Employer contribution / active EE | $377 | $2,691-86.0% | $3,660-89.7% | $2,471-84.7% |
| Participant deferral / active EE | $2,003 | $3,282-39.0% | $4,371-54.2% | $3,741-46.5% |
| Admin fee / account holder | $2,270 | $4,401-48.4% | $5,948-61.8% | $5,306-57.2% |