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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 | $96,914 | $81,504+18.9% | $102,437-5.4% | $80,959+19.7% |
| Participation rate | 30.4% | 66.9%-36.4pp | 74.5%-44.1pp | 67.7%-37.2pp |
| Annual return | 10.34% | 25.60%-15.3pp | 24.95%-14.6pp | 35.67%-25.3pp |
| Employer contribution / active EE | $753 | $3,104-75.7% | $3,871-80.5% | $2,757-72.7% |
| Participant deferral / active EE | $2,005 | $3,871-48.2% | $5,060-60.4% | $4,300-53.4% |
| Admin fee / account holder | $5,437 | $6,719-19.1% | $8,388-35.2% | $6,925-21.5% |