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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 | $87,668 | $78,015+12.4% | $178,505-50.9% | $80,959+8.3% |
| Participation rate | 60.6% | 65.7%-5.1pp | 77.1%-16.5pp | 67.7%-7.1pp |
| Annual return | 8.62% | 18.10%-9.5pp | 27.16%-18.5pp | 35.67%-27.0pp |
| Employer contribution / active EE | $357 | $2,281-84.4% | $3,955-91.0% | $2,757-87.1% |
| Participant deferral / active EE | $2,420 | $4,406-45.1% | $6,280-61.5% | $4,300-43.7% |
| Admin fee / account holder | $4,496 | $7,160-37.2% | $10,428-56.9% | $6,925-35.1% |