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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 | $82,687 | $93,055-11.1% | $153,643-46.2% | $80,935+2.2% |
| Participation rate | 26.9% | 69.0%-42.1pp | 77.1%-50.2pp | 67.7%-40.7pp |
| Annual return | 9.45% | 19.97%-10.5pp | 15.71%-6.3pp | 35.66%-26.2pp |
| Employer contribution / active EE | $728 | $3,504-79.2% | $5,039-85.6% | $2,757-73.6% |
| Participant deferral / active EE | $2,774 | $5,172-46.4% | $6,754-58.9% | $4,299-35.5% |
| Admin fee / account holder | $13,897 | $8,881+56.5% | $12,739+9.1% | $6,924+100.7% |