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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 | $127,235 | $97,550+30.4% | $120,344+5.7% | $87,485+45.4% |
| Participation rate | 46.7% | 72.8%-26.2pp | 76.7%-30.0pp | 68.9%-22.3pp |
| Annual return | 8.99% | 18.41%-9.4pp | 20.30%-11.3pp | 26.06%-17.1pp |
| Employer contribution / active EE | $454 | $2,291-80.2% | $3,020-85.0% | $2,596-82.5% |
| Participant deferral / active EE | $4,541 | $4,230+7.4% | $5,135-11.6% | $4,274+6.3% |
| Admin fee / account holder | $8,767 | $9,543-8.1% | $12,742-31.2% | $7,775+12.8% |