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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 | $108,825+2.4% | $156,181-28.7% | $82,448+35.1% |
| Participation rate | 30.0% | 72.4%-42.4pp | 78.8%-48.8pp | 68.1%-38.1pp |
| Annual return | 5.90% | 20.59%-14.7pp | 64.87%-59.0pp | 41.64%-35.7pp |
| Employer contribution / active EE | $725 | $2,870-74.7% | $4,294-83.1% | $2,551-71.6% |
| Participant deferral / active EE | $2,403 | $4,577-47.5% | $6,132-60.8% | $4,139-41.9% |
| Admin fee / account holder | $1,679 | $9,341-82.0% | $14,586-88.5% | $7,234-76.8% |