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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 | $86,994 | $73,787+17.9% | $98,716-11.9% | $82,448+5.5% |
| Participation rate | 65.4% | 61.4%+4.0pp | 69.3%-3.9pp | 68.1%-2.7pp |
| Annual return | 9.45% | 18.57%-9.1pp | 31.81%-22.4pp | 41.64%-32.2pp |
| Employer contribution / active EE | $315 | $1,511-79.2% | $2,279-86.2% | $2,551-87.7% |
| Participant deferral / active EE | $1,411 | $3,081-54.2% | $4,048-65.1% | $4,139-65.9% |
| Admin fee / account holder | $2,223 | $6,500-65.8% | $8,703-74.5% | $7,234-69.3% |