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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 | $138,407 | $86,940+59.2% | $102,434+35.1% | $80,935+71.0% |
| Participation rate | 58.6% | 72.4%-13.8pp | 76.5%-17.9pp | 67.7%-9.0pp |
| Annual return | 9.62% | 18.89%-9.3pp | 29.46%-19.8pp | 35.66%-26.0pp |
| Employer contribution / active EE | $633 | $2,370-73.3% | $3,023-79.1% | $2,757-77.0% |
| Participant deferral / active EE | $3,608 | $4,121-12.4% | $5,055-28.6% | $4,299-16.1% |
| Admin fee / account holder | $1,108 | $8,047-86.2% | $9,462-88.3% | $6,924-84.0% |