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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 | $82,161 | $79,961+2.8% | $98,462-16.6% | $75,177+9.3% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.2%-25.2pp | 67.2%-17.2pp |
| Annual return | 10.62% | 19.75%-9.1pp | 21.17%-10.6pp | 160.75%-150.1pp |
| Employer contribution / active EE | $484 | $2,264-78.6% | $3,049-84.1% | $2,671-81.9% |
| Participant deferral / active EE | $3,095 | $3,753-17.5% | $4,738-34.7% | $4,126-25.0% |
| Admin fee / account holder | $3,840 | $6,842-43.9% | $8,875-56.7% | $5,651-32.1% |