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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 | $85,642 | $86,949-1.5% | $102,460-16.4% | $80,959+5.8% |
| Participation rate | 55.8% | 72.4%-16.6pp | 76.5%-20.7pp | 67.7%-11.9pp |
| Annual return | 9.64% | 18.89%-9.3pp | 29.47%-19.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $686 | $2,370-71.1% | $3,025-77.3% | $2,757-75.1% |
| Participant deferral / active EE | $2,751 | $4,121-33.3% | $5,056-45.6% | $4,300-36.0% |
| Admin fee / account holder | $6,652 | $8,048-17.3% | $9,460-29.7% | $6,925-4.0% |