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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 | $94,745 | $56,110+68.9% | $94,993-0.3% | $70,126+35.1% |
| Participation rate | 39.2% | 65.0%-25.8pp | 73.9%-34.6pp | 69.5%-30.3pp |
| Annual return | 11.39% | 51.02%-39.6pp | 27.14%-15.8pp | 73.15%-61.8pp |
| Employer contribution / active EE | $110 | $1,442-92.4% | $2,603-95.8% | $2,343-95.3% |
| Participant deferral / active EE | $1,039 | $2,391-56.5% | $3,317-68.7% | $3,332-68.8% |
| Admin fee / account holder | $9,752 | $3,456+182.2% | $4,960+96.6% | $4,645+109.9% |