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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 | $86,117 | $73,787+16.7% | $98,716-12.8% | $82,448+4.5% |
| Participation rate | 53.8% | 61.4%-7.6pp | 69.3%-15.4pp | 68.1%-14.2pp |
| Annual return | 10.37% | 18.57%-8.2pp | 31.81%-21.4pp | 41.64%-31.3pp |
| Employer contribution / active EE | $264 | $1,511-82.5% | $2,279-88.4% | $2,551-89.6% |
| Participant deferral / active EE | $2,576 | $3,081-16.4% | $4,048-36.4% | $4,139-37.8% |
| Admin fee / account holder | $2,650 | $6,500-59.2% | $8,703-69.5% | $7,234-63.4% |