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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 | $86,356 | $71,523+20.7% | $98,461-12.3% | $71,511+20.8% |
| Participation rate | 48.9% | 72.7%-23.8pp | 75.2%-26.3pp | 67.9%-19.1pp |
| Annual return | 13.63% | 32.43%-18.8pp | 21.17%-7.5pp | 28.86%-15.2pp |
| Employer contribution / active EE | $417 | $2,399-82.6% | $3,049-86.3% | $2,589-83.9% |
| Participant deferral / active EE | $3,550 | $4,109-13.6% | $4,738-25.1% | $4,291-17.3% |
| Admin fee / account holder | $3,928 | $1,676+134.4% | $8,961-56.2% | $1,588+147.3% |