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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 | $76,834+11.0% | $108,359-21.3% | $87,485-2.5% |
| Participation rate | 36.8% | 61.7%-24.9pp | 70.1%-33.3pp | 68.9%-32.1pp |
| Annual return | 9.26% | 19.09%-9.8pp | 36.89%-27.6pp | 26.06%-16.8pp |
| Employer contribution / active EE | $285 | $1,556-81.7% | $2,399-88.1% | $2,596-89.0% |
| Participant deferral / active EE | $1,601 | $3,100-48.4% | $4,137-61.3% | $4,274-62.5% |
| Admin fee / account holder | $27,279 | $6,537+317.3% | $9,741+180.0% | $7,775+250.9% |