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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 | $92,390 | $86,938+6.3% | $102,423-9.8% | $80,925+14.2% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.2pp | 67.7%-8.4pp |
| Annual return | 10.17% | 18.89%-8.7pp | 29.42%-19.3pp | 35.65%-25.5pp |
| Employer contribution / active EE | $629 | $2,369-73.5% | $3,023-79.2% | $2,756-77.2% |
| Participant deferral / active EE | $4,554 | $4,120+10.5% | $5,054-9.9% | $4,299+5.9% |
| Admin fee / account holder | $5,967 | $8,053-25.9% | $9,455-36.9% | $6,940-14.0% |