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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 | $75,036 | $76,112-1.4% | $96,544-22.3% | $71,529+4.9% |
| Participation rate | 48.4% | 74.4%-26.0pp | 76.0%-27.6pp | 67.9%-19.5pp |
| Annual return | 13.53% | 22.80%-9.3pp | 25.88%-12.3pp | 28.97%-15.4pp |
| Employer contribution / active EE | $395 | $2,248-82.4% | $2,966-86.7% | $2,590-84.8% |
| Participant deferral / active EE | $2,338 | $4,217-44.5% | $4,851-51.8% | $4,291-45.5% |
| Admin fee / account holder | $4,046 | $2,708+49.4% | $8,254-51.0% | $1,588+154.7% |