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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 | $98,626 | $115,931-14.9% | $185,441-46.8% | $86,983+13.4% |
| Participation rate | 45.7% | 73.6%-27.9pp | 80.3%-34.5pp | 69.5%-23.8pp |
| Annual return | 10.99% | 21.47%-10.5pp | 20.16%-9.2pp | 25.83%-14.8pp |
| Employer contribution / active EE | $381 | $2,937-87.0% | $4,672-91.9% | $2,584-85.3% |
| Participant deferral / active EE | $2,234 | $4,551-50.9% | $6,152-63.7% | $4,194-46.7% |
| Admin fee / account holder | $6,172 | $10,687-42.2% | $17,890-65.5% | $7,856-21.4% |