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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 | $96,591 | $97,550-1.0% | $120,344-19.7% | $87,485+10.4% |
| Participation rate | 34.1% | 72.8%-38.7pp | 76.7%-42.6pp | 68.9%-34.8pp |
| Annual return | -7.06% | 18.41%-25.5pp | 20.30%-27.4pp | 26.06%-33.1pp |
| Employer contribution / active EE | $599 | $2,291-73.8% | $3,020-80.2% | $2,596-76.9% |
| Participant deferral / active EE | $4,184 | $4,230-1.1% | $5,135-18.5% | $4,274-2.1% |
| Admin fee / account holder | $5,942 | $9,543-37.7% | $12,742-53.4% | $7,775-23.6% |