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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 | $87,336 | $86,940+0.5% | $102,434-14.7% | $80,935+7.9% |
| Participation rate | 47.9% | 72.4%-24.5pp | 76.5%-28.6pp | 67.7%-19.7pp |
| Annual return | 8.35% | 18.89%-10.5pp | 29.46%-21.1pp | 35.66%-27.3pp |
| Employer contribution / active EE | $122 | $2,370-94.9% | $3,023-96.0% | $2,757-95.6% |
| Participant deferral / active EE | $2,730 | $4,121-33.8% | $5,055-46.0% | $4,299-36.5% |
| Admin fee / account holder | $1,625 | $8,047-79.8% | $9,462-82.8% | $6,924-76.5% |