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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 | $95,334 | $101,798-6.4% | $165,071-42.2% | $80,935+17.8% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.7%-17.7pp |
| Annual return | 9.90% | 16.73%-6.8pp | 70.17%-60.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $322 | $2,954-89.1% | $4,347-92.6% | $2,757-88.3% |
| Participant deferral / active EE | $3,272 | $4,476-26.9% | $6,035-45.8% | $4,299-23.9% |
| Admin fee / account holder | $8,440 | $8,221+2.7% | $12,695-33.5% | $6,924+21.9% |