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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 | $96,365 | $100,194-3.8% | $122,979-21.6% | $86,983+10.8% |
| Participation rate | 57.7% | 73.0%-15.3pp | 77.2%-19.5pp | 69.5%-11.8pp |
| Annual return | 5.45% | 16.47%-11.0pp | 20.12%-14.7pp | 25.83%-20.4pp |
| Employer contribution / active EE | $539 | $2,326-76.8% | $3,062-82.4% | $2,584-79.2% |
| Participant deferral / active EE | $2,261 | $4,133-45.3% | $5,003-54.8% | $4,194-46.1% |
| Admin fee / account holder | $4,335 | $10,148-57.3% | $12,864-66.3% | $7,856-44.8% |