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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 | $84,981 | $86,919-2.2% | $102,457-17.1% | $80,911+5.0% |
| Participation rate | 58.5% | 72.4%-13.8pp | 76.5%-18.0pp | 67.6%-9.1pp |
| Annual return | 9.56% | 18.90%-9.3pp | 29.41%-19.9pp | 35.63%-26.1pp |
| Employer contribution / active EE | $626 | $2,368-73.6% | $3,022-79.3% | $2,756-77.3% |
| Participant deferral / active EE | $2,955 | $4,119-28.3% | $5,054-41.5% | $4,297-31.2% |
| Admin fee / account holder | $14,130 | $8,049+75.5% | $9,451+49.5% | $6,935+103.8% |