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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 | $83,106 | $71,215+16.7% | $93,696-11.3% | $80,935+2.7% |
| Participation rate | 30.0% | 60.4%-30.4pp | 68.7%-38.7pp | 67.7%-37.7pp |
| Annual return | 9.50% | 11.27%-1.8pp | 133.74%-124.2pp | 35.66%-26.2pp |
| Employer contribution / active EE | $256 | $1,565-83.6% | $2,422-89.4% | $2,757-90.7% |
| Participant deferral / active EE | $1,448 | $4,037-64.1% | $4,417-67.2% | $4,299-66.3% |
| Admin fee / account holder | $1,583 | $6,958-77.3% | $8,287-80.9% | $6,924-77.1% |