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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 | $87,359 | $95,453-8.5% | $112,040-22.0% | $82,448+6.0% |
| Participation rate | 65.0% | 72.8%-7.8pp | 76.5%-11.5pp | 68.1%-3.1pp |
| Annual return | 10.35% | 23.92%-13.6pp | 24.52%-14.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $498 | $2,318-78.5% | $2,954-83.1% | $2,551-80.5% |
| Participant deferral / active EE | $4,885 | $4,224+15.6% | $5,098-4.2% | $4,139+18.0% |
| Admin fee / account holder | $36,024 | $9,013+299.7% | $12,098+197.8% | $7,234+398.0% |