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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 | $106,828 | $71,523+49.4% | $98,461+8.5% | $71,511+49.4% |
| Participation rate | 51.0% | 72.7%-21.7pp | 75.2%-24.2pp | 67.9%-17.0pp |
| Annual return | 13.90% | 32.43%-18.5pp | 21.17%-7.3pp | 28.86%-15.0pp |
| Employer contribution / active EE | $516 | $2,399-78.5% | $3,049-83.1% | $2,589-80.1% |
| Participant deferral / active EE | $1,832 | $4,109-55.4% | $4,738-61.3% | $4,291-57.3% |
| Admin fee / account holder | $6,594 | $1,676+293.4% | $8,961-26.4% | $1,588+315.1% |