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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 | $85,311 | $73,787+15.6% | $98,716-13.6% | $82,448+3.5% |
| Participation rate | 36.8% | 61.4%-24.6pp | 69.3%-32.5pp | 68.1%-31.2pp |
| Annual return | 9.26% | 18.57%-9.3pp | 31.81%-22.5pp | 41.64%-32.4pp |
| Employer contribution / active EE | $285 | $1,511-81.2% | $2,279-87.5% | $2,551-88.8% |
| Participant deferral / active EE | $1,601 | $3,081-48.0% | $4,048-60.4% | $4,139-61.3% |
| Admin fee / account holder | $27,279 | $6,500+319.7% | $8,703+213.5% | $7,234+277.1% |