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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 | $85,396 | $95,453-10.5% | $112,040-23.8% | $82,448+3.6% |
| Participation rate | 41.7% | 72.8%-31.1pp | 76.5%-34.8pp | 68.1%-26.4pp |
| Annual return | 11.52% | 23.92%-12.4pp | 24.52%-13.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $459 | $2,318-80.2% | $2,954-84.5% | $2,551-82.0% |
| Participant deferral / active EE | $2,576 | $4,224-39.0% | $5,098-49.5% | $4,139-37.8% |
| Admin fee / account holder | $32,649 | $9,013+262.2% | $12,098+169.9% | $7,234+351.3% |