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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 | $88,358 | $86,919+1.7% | $102,457-13.8% | $80,911+9.2% |
| Participation rate | 59.4% | 72.4%-13.0pp | 76.5%-17.1pp | 67.6%-8.3pp |
| Annual return | 10.23% | 18.90%-8.7pp | 29.41%-19.2pp | 35.63%-25.4pp |
| Employer contribution / active EE | $367 | $2,368-84.5% | $3,022-87.8% | $2,756-86.7% |
| Participant deferral / active EE | $2,588 | $4,119-37.2% | $5,054-48.8% | $4,297-39.8% |
| Admin fee / account holder | $11,410 | $8,049+41.8% | $9,451+20.7% | $6,935+64.5% |