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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 | $76,054 | $64,359+18.2% | $90,161-15.6% | $70,126+8.5% |
| Participation rate | 51.4% | 70.4%-19.1pp | 76.9%-25.5pp | 69.5%-18.2pp |
| Annual return | 13.61% | 28.13%-14.5pp | 34.89%-21.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $154 | $2,046-92.5% | $3,318-95.4% | $2,343-93.4% |
| Participant deferral / active EE | $2,650 | $4,389-39.6% | $5,287-49.9% | $3,332-20.5% |
| Admin fee / account holder | $3,474 | $3,945-11.9% | $5,943-41.5% | $4,645-25.2% |