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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 | $83,033 | $97,550-14.9% | $120,344-31.0% | $87,485-5.1% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.7%-10.0pp | 68.9%-2.3pp |
| Annual return | 11.09% | 18.41%-7.3pp | 20.30%-9.2pp | 26.06%-15.0pp |
| Employer contribution / active EE | $385 | $2,291-83.2% | $3,020-87.2% | $2,596-85.2% |
| Participant deferral / active EE | $2,478 | $4,230-41.4% | $5,135-51.8% | $4,274-42.0% |
| Admin fee / account holder | $16,276 | $9,543+70.6% | $12,742+27.7% | $7,775+109.3% |