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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 | $83,879 | $77,962+7.6% | $178,540-53.0% | $80,935+3.6% |
| Participation rate | 48.8% | 65.7%-16.8pp | 77.1%-28.3pp | 67.7%-18.8pp |
| Annual return | 7.86% | 18.10%-10.2pp | 27.15%-19.3pp | 35.66%-27.8pp |
| Employer contribution / active EE | $389 | $2,280-82.9% | $3,953-90.2% | $2,757-85.9% |
| Participant deferral / active EE | $2,738 | $4,404-37.8% | $6,281-56.4% | $4,299-36.3% |
| Admin fee / account holder | $2,767 | $7,156-61.3% | $10,424-73.5% | $6,924-60.0% |