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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 | $62,319 | $94,031-33.7% | $115,768-46.2% | $82,448-24.4% |
| Participation rate | 69.0% | 70.4%-1.5pp | 74.4%-5.4pp | 68.1%+0.9pp |
| Annual return | 12.02% | 20.61%-8.6pp | 100.46%-88.4pp | 41.64%-29.6pp |
| Employer contribution / active EE | $513 | $2,323-77.9% | $2,940-82.5% | $2,551-79.9% |
| Participant deferral / active EE | $3,510 | $3,972-11.6% | $4,917-28.6% | $4,139-15.2% |
| Admin fee / account holder | $7,359 | $10,249-28.2% | $12,439-40.8% | $7,234+1.7% |