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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 | $86,489 | $106,749-19.0% | $145,433-40.5% | $82,448+4.9% |
| Participation rate | 45.1% | 75.6%-30.6pp | 82.1%-37.0pp | 68.1%-23.0pp |
| Annual return | 10.90% | 27.59%-16.7pp | 66.58%-55.7pp | 41.64%-30.7pp |
| Employer contribution / active EE | $307 | $3,444-91.1% | $4,554-93.3% | $2,551-88.0% |
| Participant deferral / active EE | $2,856 | $6,519-56.2% | $7,897-63.8% | $4,139-31.0% |
| Admin fee / account holder | $1,124 | $8,390-86.6% | $13,129-91.4% | $7,234-84.5% |