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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 | $83,384 | $95,453-12.6% | $112,040-25.6% | $82,448+1.1% |
| Participation rate | 67.6% | 72.8%-5.1pp | 76.5%-8.8pp | 68.1%-0.4pp |
| Annual return | 9.49% | 23.92%-14.4pp | 24.52%-15.0pp | 41.64%-32.1pp |
| Employer contribution / active EE | $268 | $2,318-88.5% | $2,954-90.9% | $2,551-89.5% |
| Participant deferral / active EE | $2,664 | $4,224-36.9% | $5,098-47.7% | $4,139-35.6% |
| Admin fee / account holder | $12,074 | $9,013+34.0% | $12,098-0.2% | $7,234+66.9% |