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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 | $104,199 | $101,798+2.4% | $165,071-36.9% | $80,935+28.7% |
| Participation rate | 52.9% | 71.8%-18.9pp | 78.6%-25.7pp | 67.7%-14.7pp |
| Annual return | 7.70% | 16.73%-9.0pp | 70.17%-62.5pp | 35.66%-28.0pp |
| Employer contribution / active EE | $257 | $2,954-91.3% | $4,347-94.1% | $2,757-90.7% |
| Participant deferral / active EE | $2,332 | $4,476-47.9% | $6,035-61.4% | $4,299-45.8% |
| Admin fee / account holder | $7,024 | $8,221-14.6% | $12,695-44.7% | $6,924+1.4% |