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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 | $87,850 | $93,589-6.1% | $135,942-35.4% | $75,181+16.9% |
| Participation rate | 49.1% | 75.2%-26.1pp | 81.9%-32.8pp | 67.2%-18.1pp |
| Annual return | 15.15% | 30.90%-15.8pp | 68.28%-53.1pp | 160.69%-145.5pp |
| Employer contribution / active EE | $330 | $3,537-90.7% | $4,858-93.2% | $2,671-87.7% |
| Participant deferral / active EE | $3,403 | $6,405-46.9% | $7,759-56.1% | $4,126-17.5% |
| Admin fee / account holder | $506 | $6,977-92.7% | $10,764-95.3% | $5,650-91.0% |