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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 | $93,039 | $93,598-0.6% | $135,974-31.6% | $75,173+23.8% |
| Participation rate | 48.0% | 75.2%-27.2pp | 81.9%-33.9pp | 67.2%-19.2pp |
| Annual return | 11.34% | 30.89%-19.6pp | 68.30%-57.0pp | 160.72%-149.4pp |
| Employer contribution / active EE | $661 | $3,538-81.3% | $4,859-86.4% | $2,671-75.2% |
| Participant deferral / active EE | $3,411 | $6,405-46.7% | $7,760-56.0% | $4,126-17.3% |
| Admin fee / account holder | $5,130 | $6,978-26.5% | $10,767-52.4% | $5,651-9.2% |