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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 | $87,057 | $71,526+21.7% | $98,450-11.6% | $71,495+21.8% |
| Participation rate | 51.9% | 72.7%-20.9pp | 75.2%-23.3pp | 67.9%-16.1pp |
| Annual return | 11.79% | 32.42%-20.6pp | 21.16%-9.4pp | 28.85%-17.1pp |
| Employer contribution / active EE | $385 | $2,400-83.9% | $3,049-87.4% | $2,589-85.1% |
| Participant deferral / active EE | $2,375 | $4,110-42.2% | $4,739-49.9% | $4,291-44.7% |
| Admin fee / account holder | $12,265 | $1,675+632.1% | $8,961+36.9% | $1,588+672.5% |