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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 | $98,384 | $50,947+93.1% | $74,549+32.0% | $64,173+53.3% |
| Participation rate | 43.3% | 61.1%-17.8pp | 69.1%-25.9pp | 69.6%-26.3pp |
| Annual return | -9.07% | -1.85%-7.2pp | 32.53%-41.6pp | 7.63%-16.7pp |
| Employer contribution / active EE | $102 | $1,115-90.9% | $1,961-94.8% | $2,381-95.7% |
| Participant deferral / active EE | $2,054 | $2,302-10.8% | $3,108-33.9% | $3,470-40.8% |
| Admin fee / account holder | $3,471 | $4,221-17.8% | $5,059-31.4% | $4,887-29.0% |