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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 | $110,137-10.5% | $161,149-38.8% | $82,637+19.3% |
| Participation rate | 45.7% | 72.4%-26.6pp | 78.8%-33.1pp | 68.1%-22.3pp |
| Annual return | 10.99% | 20.69%-9.7pp | 21.16%-10.2pp | 53.51%-42.5pp |
| Employer contribution / active EE | $381 | $2,856-86.7% | $4,360-91.3% | $2,552-85.1% |
| Participant deferral / active EE | $2,234 | $4,575-51.2% | $6,153-63.7% | $4,126-45.9% |
| Admin fee / account holder | $6,172 | $9,467-34.8% | $15,194-59.4% | $7,339-15.9% |