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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 | $111,398 | $114,712-2.9% | $173,730-35.9% | $87,485+27.3% |
| Participation rate | 30.0% | 73.0%-43.0pp | 79.6%-49.6pp | 68.9%-38.9pp |
| Annual return | 5.90% | 20.18%-14.3pp | 19.96%-14.1pp | 26.06%-20.2pp |
| Employer contribution / active EE | $725 | $2,904-75.0% | $4,577-84.2% | $2,596-72.1% |
| Participant deferral / active EE | $2,403 | $4,642-48.2% | $6,326-62.0% | $4,274-43.8% |
| Admin fee / account holder | $1,679 | $10,210-83.6% | $17,523-90.4% | $7,775-78.4% |