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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 | $75,516 | $52,682+43.3% | $78,004-3.2% | $64,097+17.8% |
| Participation rate | 32.1% | 47.7%-15.6pp | 69.4%-37.3pp | 55.2%-23.1pp |
| Annual return | 13.08% | 22.45%-9.4pp | 31.07%-18.0pp | 34.64%-21.6pp |
| Employer contribution / active EE | $99 | $1,323-92.5% | $2,469-96.0% | $1,891-94.8% |
| Participant deferral / active EE | $1,486 | $2,346-36.6% | $4,092-63.7% | $3,080-51.7% |
| Admin fee / account holder | $4,656 | $5,420-14.1% | $7,578-38.6% | $3,454+34.8% |