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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 | $91,172 | $94,031-3.0% | $115,768-21.2% | $82,448+10.6% |
| Participation rate | 61.8% | 70.4%-8.6pp | 74.4%-12.6pp | 68.1%-6.2pp |
| Annual return | 9.03% | 20.61%-11.6pp | 100.46%-91.4pp | 41.64%-32.6pp |
| Employer contribution / active EE | $505 | $2,323-78.3% | $2,940-82.8% | $2,551-80.2% |
| Participant deferral / active EE | $3,614 | $3,972-9.0% | $4,917-26.5% | $4,139-12.7% |
| Admin fee / account holder | $29,297 | $10,249+185.8% | $12,439+135.5% | $7,234+305.0% |