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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 | $101,397 | $76,551+32.5% | $123,894-18.2% | $62,881+61.3% |
| Participation rate | 64.3% | 73.0%-8.7pp | 81.4%-17.1pp | 69.3%-5.0pp |
| Annual return | 5.73% | 18.68%-12.9pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $313 | $2,882-89.1% | $4,617-93.2% | $2,281-86.3% |
| Participant deferral / active EE | $3,228 | $4,840-33.3% | $5,984-46.1% | $3,203+0.8% |
| Admin fee / account holder | $4,194 | $4,826-13.1% | $8,357-49.8% | $4,296-2.4% |