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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 | $92,777 | $101,795-8.9% | $165,100-43.8% | $80,959+14.6% |
| Participation rate | 64.7% | 71.8%-7.1pp | 78.6%-13.9pp | 67.7%-3.0pp |
| Annual return | 9.36% | 16.73%-7.4pp | 70.21%-60.9pp | 35.67%-26.3pp |
| Employer contribution / active EE | $657 | $2,954-77.7% | $4,348-84.9% | $2,757-76.2% |
| Participant deferral / active EE | $3,287 | $4,476-26.6% | $6,035-45.5% | $4,300-23.6% |
| Admin fee / account holder | $8,916 | $8,221+8.5% | $12,696-29.8% | $6,925+28.7% |