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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 | $112,870 | $146,267-22.8% | $197,124-42.7% | $82,448+36.9% |
| Participation rate | 60.8% | 84.0%-23.2pp | 86.7%-25.9pp | 68.1%-7.3pp |
| Annual return | 12.04% | 29.61%-17.6pp | 44.34%-32.3pp | 41.64%-29.6pp |
| Employer contribution / active EE | $313 | $4,723-93.4% | $6,227-95.0% | $2,551-87.7% |
| Participant deferral / active EE | $3,365 | $7,035-52.2% | $9,135-63.2% | $4,139-18.7% |
| Admin fee / account holder | $1,203 | $14,422-91.7% | $16,298-92.6% | $7,234-83.4% |