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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 | $87,080 | $88,996-2.2% | $78,004+11.6% | $138,895-37.3% |
| Participation rate | 43.5% | 74.4%-30.9pp | 69.4%-26.0pp | 79.9%-36.4pp |
| Annual return | 8.76% | 28.03%-19.3pp | 31.07%-22.3pp | 145.39%-136.6pp |
| Employer contribution / active EE | $428 | $2,917-85.3% | $2,469-82.7% | $4,194-89.8% |
| Participant deferral / active EE | $2,990 | $4,724-36.7% | $4,092-26.9% | $6,396-53.3% |
| Admin fee / account holder | $31,891 | $8,807+262.1% | $7,578+320.8% | $12,562+153.9% |