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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 | $92,594 | $87,106+6.3% | $105,607-12.3% | $80,935+14.4% |
| Participation rate | 46.7% | 70.4%-23.8pp | 75.3%-28.6pp | 67.7%-21.0pp |
| Annual return | 7.50% | 17.01%-9.5pp | 116.11%-108.6pp | 35.66%-28.2pp |
| Employer contribution / active EE | $282 | $2,396-88.2% | $3,167-91.1% | $2,757-89.8% |
| Participant deferral / active EE | $2,457 | $3,986-38.4% | $5,011-51.0% | $4,299-42.8% |
| Admin fee / account holder | $5,924 | $8,447-29.9% | $10,958-45.9% | $6,924-14.4% |