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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 | $69,165 | $86,949-20.5% | $102,460-32.5% | $80,959-14.6% |
| Participation rate | 69.6% | 72.4%-2.8pp | 76.5%-6.9pp | 67.7%+1.9pp |
| Annual return | 8.15% | 18.89%-10.7pp | 29.47%-21.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,045 | $4,121-50.4% | $5,056-59.6% | $4,300-52.4% |
| Admin fee / account holder | $10,373 | $8,048+28.9% | $9,460+9.6% | $6,925+49.8% |