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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 | $86,940-2.3% | $102,434-17.0% | $80,935+5.0% |
| Participation rate | 58.5% | 72.4%-13.9pp | 76.5%-18.0pp | 67.7%-9.1pp |
| Annual return | 9.56% | 18.89%-9.3pp | 29.46%-19.9pp | 35.66%-26.1pp |
| Employer contribution / active EE | $626 | $2,370-73.6% | $3,023-79.3% | $2,757-77.3% |
| Participant deferral / active EE | $2,955 | $4,121-28.3% | $5,055-41.5% | $4,299-31.3% |
| Admin fee / account holder | $14,130 | $8,047+75.6% | $9,462+49.3% | $6,924+104.1% |