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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 | $83,260 | $86,940-4.2% | $102,434-18.7% | $80,935+2.9% |
| Participation rate | 32.9% | 72.4%-39.5pp | 76.5%-43.6pp | 67.7%-34.8pp |
| Annual return | 9.56% | 18.89%-9.3pp | 29.46%-19.9pp | 35.66%-26.1pp |
| Employer contribution / active EE | $307 | $2,370-87.0% | $3,023-89.8% | $2,757-88.9% |
| Participant deferral / active EE | $2,095 | $4,121-49.2% | $5,055-58.6% | $4,299-51.3% |
| Admin fee / account holder | $4,634 | $8,047-42.4% | $9,462-51.0% | $6,924-33.1% |