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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 | $81,413 | $58,627+38.9% | $76,735+6.1% | $82,448-1.3% |
| Participation rate | 31.8% | 63.2%-31.4pp | 69.5%-37.7pp | 68.1%-36.2pp |
| Annual return | 3.39% | 39.10%-35.7pp | 29.77%-26.4pp | 41.64%-38.3pp |
| Employer contribution / active EE | $234 | $1,729-86.4% | $2,454-90.4% | $2,551-90.8% |
| Participant deferral / active EE | $1,205 | $3,134-61.6% | $4,088-70.5% | $4,139-70.9% |
| Admin fee / account holder | $5,045 | $5,323-5.2% | $7,189-29.8% | $7,234-30.3% |