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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 | $86,984 | $57,119+52.3% | $85,187+2.1% | $80,935+7.5% |
| Participation rate | 40.6% | 56.4%-15.8pp | 67.5%-26.9pp | 67.7%-27.0pp |
| Annual return | 9.42% | 21.70%-12.3pp | 66.67%-57.2pp | 35.66%-26.2pp |
| Employer contribution / active EE | $253 | $1,802-86.0% | $2,732-90.7% | $2,757-90.8% |
| Participant deferral / active EE | $2,362 | $3,115-24.2% | $4,525-47.8% | $4,299-45.1% |
| Admin fee / account holder | $524 | $4,990-89.5% | $6,162-91.5% | $6,924-92.4% |