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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 | $80,617 | $63,082+27.8% | $81,716-1.3% | $79,852+1.0% |
| Participation rate | 55.9% | 67.5%-11.6pp | 72.0%-16.1pp | 69.6%-13.8pp |
| Annual return | 6.71% | 22.66%-15.9pp | 29.49%-22.8pp | 31.72%-25.0pp |
| Employer contribution / active EE | $293 | $1,795-83.7% | $4,310-93.2% | $2,471-88.1% |
| Participant deferral / active EE | $2,311 | $2,780-16.9% | $7,108-67.5% | $3,740-38.2% |
| Admin fee / account holder | $8,604 | $4,428+94.3% | $5,159+66.8% | $5,306+62.2% |