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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 | $76,834+12.1% | $108,359-20.5% | $87,485-1.6% |
| Participation rate | 53.8% | 61.7%-7.9pp | 70.1%-16.3pp | 68.9%-15.1pp |
| Annual return | 10.37% | 19.09%-8.7pp | 36.89%-26.5pp | 26.06%-15.7pp |
| Employer contribution / active EE | $264 | $1,556-83.0% | $2,399-89.0% | $2,596-89.8% |
| Participant deferral / active EE | $2,576 | $3,100-16.9% | $4,137-37.7% | $4,274-39.7% |
| Admin fee / account holder | $2,650 | $6,537-59.5% | $9,741-72.8% | $7,775-65.9% |