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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 | $91,953 | $56,894+61.6% | $84,753+8.5% | $62,881+46.2% |
| Participation rate | 61.8% | 68.5%-6.8pp | 76.6%-14.8pp | 69.3%-7.5pp |
| Annual return | 4.18% | 6.30%-2.1pp | 22.78%-18.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $368 | $2,400-84.7% | $3,574-89.7% | $2,281-83.9% |
| Participant deferral / active EE | $1,970 | $2,709-27.3% | $3,712-46.9% | $3,203-38.5% |
| Admin fee / account holder | $308 | $3,581-91.4% | $5,333-94.2% | $4,296-92.8% |